Wealth Management Workshops

2019 and 2020 is a crucial time for your wealth. Is your portfolio prepared for the next recession?

Learn how to grow and protect your wealth at our wealth management workshops, designed for retirees and those planning for retirement.

  • 2019 & 2020 market outlook
  • Major investment and retirement mistakes to avoid
  • How to prepare your portfolio for the next recession
  • Critical mistakes that can jeopardize your wealth
  • How to protect your retirement and investments from conflicts and bad financial advice

Who should attend this workshop?

You should attend this workshop if you are retired or preparing for retirement, have doubts about how your wealth is currently being managed, and have an investment portfolio $500,000 and larger.

This workshop is not designed for existing clients; it is a non-client event.

 

Times & Locations

Fort Myers, FL Tuesday November 5 11:30am to 12:30pm
Naples, FL Wednesday November 6 11:30am to 12:30pm

Registration

Seating is limited. You must be pre-registered; we cannot accept walk-ins for this workshop.

To register, call (800) 618-8577 or fill out the form below. Upon completion of your registration, you will receive an email confirmation with further details.

Workshop

  • Fort Myers FL Tuesday October 15 11:30am to 12:30 Naples FL Wednesday October 16 11:30am to 12:30

Real Financial Advice. Real Money Management. 100% of the Time.

Working with investors who have $500,000 of investment assets and greater.
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