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