Public Financial Advisor Seminars
Navigating Through a Sea of Global Uncertainty
Available Dates: April 1, April 7, and April 9
Time: 10:00 am
Location: Wolfgang Puck
3003 Brownwood Blvd, The Villages, FL 32163
Presenter: Patrick Fross | Private Wealth Manager
Lunch will be provided!
Women, Wine & Wisdom: Live Well, Leave Well
Available Dates: January 8th, February 4th, March 18th
Time: 3:00 PM | Wine & hors d'oeuvres will be provided!
Location: Harry and The Natives
4529 Okahumpka Run, The Villages, FL 32163
Presenter: Renee Springstead, CFPA® | Private Wealth Manager
ASK YOURSELF...
Do I have enough to retire? How much can I withdraw without running out? Do I need a trust or just a will?
Exclusive workshop for women with $1M+ in manageable assets.
Navigating Volatility with Purpose
Date: Thursday, February 12th
Time: 2:30 PM
Location: Rohan Rec Center
850 Kristine Way, Wildwood, FL 34785
Presenter: Thomas Fross | Founder and Private Wealth Manager
ASK YOURSELF...
- What critical events could affect your retirement?
- What could happen next?
- What can you do now to achieve your retirement goals?
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