We invite you to learn the essentials over lunch: first financial plan, savings, dealing with debt, insurance, wills, powers of attorney.
You may be far from retirement age, but many years of financial experience have shown us that individuals are never too young to start thinking strategically about their financial future. You have a lifetime filled with plans, dreams and potential. Guest speaker Sean Hsu, Senior Tax Specialist at Richardson Wealth will help you ensure that you can earn, save and live your life to the fullest with the key elements of a financial plan in place.
Lunch will be served |
We invite you to learn the essentials over lunch.
Each stage of the investing lifecycle is unique and comes with its own demands. However, none is more important than the Critical 10, the five years before and after retirement. We will discuss key components of retirement with guest speaker Ryan Knipfel, Senior Financial Planner at Richardson Wealth. Your action plan for success includes lifestyle and family decisions, minimizing tax and ensuring all areas of your financial plan are in place as you prepare for this milestone.
Lunch will be served |
Elevate your financial journey by becoming a valued member of the Wronski Cann Group's exclusive community of accredited investors. Our commitment to safeguarding, amplifying, and expanding your wealth is unparalleled. By choosing us, you and your family will gain exclusive access to cutting-edge research, in-house experts, and the peace of mind necessary to retire with absolute confidence. Join us in securing a prosperous financial future.