Have you built a solid foundation for your financial future? Will you or your loved ones be protected if you suffer from an accident or illness? Have you planned for your retirement? Do you have a bucket list, but aren’t sure if you’ve saved enough money to fulfill your dreams? Do you have an estate plan in place? ORBA invites you to join us for a seminar focused on these issues.
Our speakers will provide anecdotal examples of their experiences in helping clients manage their personal finances from young adulthood through retirement and beyond. We will discuss important topics, such as:
- Building a solid financial foundation and protecting your family from catastrophe;
- Tax efficient methods to accumulate and preserve wealth; and
- Planning through retirement, including gift and estate planning and charitable giving.
Seats are limited. Please be sure to REGISTER FOR THIS SEMINAR by end of business day Tuesday, November 7.
Agenda
8:30 – 9:00 a.m.
Registration, Networking and Breakfast
9:00 – 10:15 a.m.
The Road to Your Financial Future
Moderator: Steve Lewis
Panelists:
Veronica Olguin
Adam Pechin
Tom Kosinski
Frank Washelesky
10:15 – 10:30 a.m.
Wrap-Up, Questions & Answers