What we’re about
Welcome to our Retirement Planning Meetup Group! This is a community for individuals who are passionate about planning for their future and making the most of their retirement years. Whether you're looking to explore investment strategies, learn about estate planning, or simply connect with others who are navigating this stage of life, this is the place for you. Join us for informative presentations, engaging discussions, and social events focused on helping you achieve your retirement goals!
WealthPoint Financial, LLC d/b/a WealthPoint Advisors (WealthPoint Financial), a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. Advisory services offered through WealthPoint Financial, insurance products offered through WealthPoint Solutions, LLC. WealthPoint Financial and WealthPoint Solutions are affiliated but separate entities. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. WealthPoint Financial, Form ADV Part 2A & 2B can be obtained by visiting: https://adviserinfo.sec.gov and search for our firm name. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice.
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