Wealth Management Workshops
Fort Myers Workshop
January 9th, 2025 10:30am - 11:30am
The Disturbing Facts
Most investors are shocked to learn the true cause of poor investment returns.
2025 is a crucial time for your wealth.
Is your portfolio "Set it and Forget it" or are you ready for a pro growth economy?
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Is "Set it and Forget it" asset allocation ruining your portfolio returns, learn how to fix it.
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The next 4 years will be a pro growth economy, how should you position your portfolio?
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The 4 investments every investor should avoid.
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These 3 critical mistakes that can jeopardize your wealth.
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Most investors don't realize your advisor is not managing your money. The facts you need to know to protect your wealth.
Designed for pre-retires and retirees with at least a $1 Million dollar investment portfolio.
Brian Rezny, CFP®, President of Rezny Wealth Management will discuss:
Who should attend this workshop?
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If you are retired or preparing for retirement
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Have doubts about how your wealth is currently being managed
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Have an investment portfolio of $1,000,000 or larger
If you are married, your spouse SHOULD attend. Brian always hears this comment "I handle the finances." What happens when you are no longer around and your spouse is now prey to the annuity charlatans and wall street sales people taking advantage of your loved one. Your spouse should be educated also.
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Seating is limited.
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You must be pre-registered
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You must sign-up via our website; we do not accept phone calls to our office for registrations.
This workshop is not designed for existing clients; it is a non-client event.
​To register, fill out the form below. Upon completion of your registration, you will receive an email confirmation with further details.