This seminar is designed for individuals and businesses who are at a stage of positive income. The presenter will be able to highlight investment tools that are available to help you achieve your long term financial goals. Usually this represents businesses with at least 4 years of operations and/or individuals in the mid 30's and up.
What will you obtain from attending this session?
You will obtain knowledge on how to make your money work for you! How to intelligently grow your wealth and minimize taxes. You will learn what investment programs are available and how to leverage those tools. NOTE: this is not a "signing up" seminar. This seminar is an opportunity for you to ask questions about the investment world and to be thoroughly educated about available resources. What does it mean to plan for retirement? What investment opportunities are available to help you achieve your retirement dreams? How can you grow your business and help your employees? What is a Roth SEP, Simple IRA, LIRP, etc? This seminar is focused on providing information, so that you will leave with the knowledge and abilities to enhance your current investment situation.
What should you bring to this session?
Come prepared to take notes and bring any pressing questions about your investment future. For example, you may have questions about personal/professional 401Ks, College Education 529 Accounts, the stock market and/or other general investment questions. The goal is to equip you with the necessary tools to start or enhance your investment strategies.
James Trombley is a Financial Advisor with Edward Jones; but more importantly, he loves to teach others about investment strategies that will help them achieve their financial goals.
AGENDA:
5:00PM - Refreshments & Networking - Cafe Lounge
5:30PM - Seminars Starts - Conference Center
6:00PM - Questions & Answers
6:15PM - Session Evaluation & Raffles
6:25PM - Session Wrap Up
Join us as we kick-off Wealth Wednesdays and learn strategies to overcome the six barriers to investment success! Change your mindset, change your direction, change your future!
VWEC is bringing you the resources you need to succeed offering strategies for work/life balance, providing the tools to manage your wealth and opening opportunities to impact real social change.
CHECK OUT THIS UPCOMING APRIL EVENT:
Join us for Wednesdays Winning Women - The "S" Word screening with our partners at the Veteran Women Business Owners United (VWBOUS) in collaboration with StopOne Suicide. http://bit.ly/WWW-TheSWordScreening041719 This event is more than just a movie screening, but an opportunity to learn how you can be an active part of the movement to stop one suicide. With the continued rise of suicide rates for men and women in and out of the military, this is one event that should be on your calendar.
VWEC - CONNECTING YOU IS WHAT WE DO: GET CONNECTED!