Smart Wealth Strategies

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.

Warm regards,
Deepak & Anu

DISCLAIMER:
The seminar does not make any guarantee or other promise as to any results that may be obtained from the information contained in this seminar. No investor should make any investment decision without first consulting his or her own financial advisor and conducting his or her own research and due diligence.
Content contained on or made available through this seminar is intended as information sharing and education purpose only. It is not intended to and does not constitute legal advice or investment advice and no professional-client relationship is formed. The accuracy, completeness, adequacy or currency of this content is not warranted or guaranteed. Your use of the information on the seminar or materials from the seminar is at your own risk.
By Registering, you agree to our term of user agreement.

Time
Saturday, September 13, 2025
11:00am - 12:30pm

Location
Struble Room, Chester County Library & District Center, 450 Exton Square Parkway, Exton, PA 19341

Dress Code
Business Casual