Broker Check
18 Oct
Mastering Your Financial Journey: Building Blocks for Wealth and Security, Part 2

Description

In the second part of our seminar series, "Planning for a Prosperous Future," we will explore critical topics that are integral to achieving financial security and prosperity. From tax management to retirement planning and estate conservation, this session is designed to provide you with a comprehensive toolkit for building a prosperous financial future.

Agenda:

  1. Tax Management: Strategies for Maximizing Returns and Minimizing Liabilities
  2. Retirement Planning: Securing Your Golden Years
  3. Estate Conservation: Preserving Wealth and Leaving a Legacy

Date and Time

Wed, Oct 18, 2023

10:00a - 11:00a CST

Location

Cypress Convention Room

PT1H

Event Registration