Wealth Workshop: Managing Your Wealth
We invite you to join us for lunch and a workshop. Are you building your wealth? Here’s a chance to learn from real-life examples of people who have achieved financial freedom through holistic financial planning, guided by CERTIFIED FINANCIAL PLANNER™ Professionals.
This workshop includes information on the following topics:
- Determining how much to be saving
- What to do with savings
- Investing for the long-term
- Maximizing retirement plan options