Join OneSource Wealth Management for a complimentary retirement planning workshop and dinner focused on protecting your assets, enhancing income, and pursuing growth in today’s environment. Ideal for pre-retirees and retirees who want clear, practical steps they can use now.
You will learn:
> Retirement asset protection fundamentals
> Enhanced income strategies for dependable cash flow
> Considerations for growth and risk in 2025
Who should attend:
Pre-retirees and retirees seeking clarity on risk, income, growth, and tax considerations. Spouses/partners welcome.
Presenters:
> John Scambray - CEO & Chief Investment Officer
> Giuseppe Visconti - President & Chief Financial Officer
Schedule:
* 5:45 PM - Check-in and seating
* 6:00 PM - Program begins
* 7:30 PM - Program concludes
Cost: Free - dinner included - limited seating
Register:
https://www.healthwealthadvisory.com/Workshop---Concord-CA.15.htm
or
https://bit.ly/426TYni
Add to Calendar: Use the AddEvent button on this listing to save the event to your calendar.
https://www.addevent.com/event/hN26823567
Link to map:
https://maps.app.goo.gl/A2yUmVJYKTzxTLHh7
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