This educational dinner is for people who’ve built real wealth and want to protect it in retirement. We’ll cover income planning, tax strategy, and investment risk so you can avoid costly mistakes.
This is for retirees and pre-retirees who’ve saved and invested well and want their money to support a strong lifestyle. If you’re serious about protecting what you’ve built, you’ll fit right in.
You could potentially walk away with practical insights around retirement income, tax exposure, and investment strategy. You could also leave with clearer next steps.
Our mission is to help people focus more on their life and worry less about money. This event is designed to give you clear, useful guidance around protecting wealth in retirement.
Join W.A. Smith Financial Group for an informative and engaging lunch seminar designed specifically for pre-retirees, retirees, and business owners. Enjoy a complimentary meal while learning valuable insights about retirement planning, investment strategies, tax efficiency, and preserving your wealth. Our experienced advisors will guide you through proven approaches to help you confidently navigate your financial journey and secure your future. These events are a great opportunity to gain clarity on your financial goals in a relaxed, no-pressure environment. Reserve your spot today and take the first step toward financial peace of mind.
