Wealth Management Workshops
Fort Myers & Naples Workshops
The Disturbing Facts
most investors are shocked to learn,
the true cause of poor investment returns & how to fix it.
2021 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.
Brian Rezny, CFP®, President of Rezny Wealth Management will discuss:
- How to avoid getting ripped-off by a so-called advisor from a Wall Street firm, bank, or annuity charlatan
- 2021 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?
- If you are retired or preparing for retirement
- Have doubts about how your wealth is currently being managed
- Have an investment portfolio of $1,000,000 and larger
This workshop is not designed for existing clients; it is a non-client event.
Times & Locations
|Ft Myers, FL||Tuesday, September 28th||11:00 AM to Noon|
|Naples, FL||Wednesday, September 29th||11:00 AM to Noon|
- Seating is limited.
- You must be pre-registered
- You must sign-up via our website; we do not accept phone calls to our office for registrations.
To register, fill out the form below. Upon completion of your registration, you will receive an email confirmation with further details.