What we’re about
We are thrilled to extend an invitation to a special event. We have the pleasure of welcoming a fiduciary investment advisor from California to share wealth-building strategies. We will share:
- Retirement Planning
- Tax Saving Strategies
- College Funding Planning
- Income & Asset Protection
- Investment Risk Management
- Generational Wealth Building
- Estate Planning
This exclusive event will be held in person. As space is limited, we encourage you to register at your earliest convenience to secure your seat.
We eagerly anticipate the opportunity to reconnect and exchange valuable insights with you.
