Have you ever asked yourself…
“How much income will I need in retirement?”
“Have I considered the tax implications of my financial decisions?”
“What legal and financial professionals should I consult with?”
“How can I ensure a smooth transition of assets and responsibilities?”
“How do I want to be remembered through my legacy?”
If so, join us at the Wealth Wisdom Workshop, where experts in financial literacy and legacy planning will guide you on the path to financial success!
This event is open to everyone, regardless of your financial background or experience. Whether you're just starting your financial journey or looking to enhance your wealth management skills, this workshop is for you!
At the Wealth Wisdom Workshop, you can expect to explore a range of crucial topics, including:
Financial Literacy: Understand the fundamentals of managing your finances and making informed investment decisions.
Legacy Planning: Learn strategies for securing and growing your wealth to create a lasting legacy for your loved ones.
Wealth Management: Gain insights into effective wealth management techniques and tools.
Investment Strategies: Discover smart investment strategies to grow your assets over time.
Estate Planning: Understand the importance of estate planning and how to ensure your assets are passed on smoothly.
Tax Optimization: Explore tax-efficient strategies to maximize your wealth.
Retirement Planning: Get tips on preparing for a comfortable retirement.
Risk Management: Learn how to protect your assets and plan for unexpected financial challenges.
Q&A Session: Have your financial questions answered by our expert panelists.
Meet Our Esteemed Panelists
Aleece Dye, VP of Trust and Business Development Officer at Peoples Bank
Jeremiah Kuhn, Financial Advisor at Hall Financial Advisors
Cameron Fouss, Attorney at Fouss & Fouss
Refreshments will be provided.
RSVP
Reservations are appreciated for planning purposes, but not required. RSVP below or call 740-373-4981 or 740-373-3286.