Join us for this unique meeting topic with Financial Advisor, Todd Doleshal.
Are you living well today and planning for tomorrow? Actionable strategies and an exploration of options for your portfolio. During this workshop, you’ll learn actionable strategies that can help you:
- Look at ways to make the most of your income. For example, we’ll discuss how to maximize your workplace benefits.
- Live the life you want today — and in the future — by understanding the basics of developing a smart investment plan.
- Maintain financial balance by being prepared for risks and unexpected events; we’ll outline what types of insurance may make sense for you.
- Create a meaningful legacy today. For example, we’ll identify the most important documents you should have in order.
NOTE: Space is limited for this event. A catered dinner will be provided, so advanced registration is required. Please register by January 22, 2017.
PARKING: Construction is ongoing in the Brighton Blvd area. Please be mindful of this! There is a large construction parking lot to the left of Converge which will be available for the meeting.
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