Speaker: Kyle Whittington, CFP®, Meld Financial
Tuesday, April 9, 2019 from 6:30 to 8:15 PM at Greystone Golf & Country Club – Founder’s Clubhouse
Please join us for this EYE-OPENING AND INFORMATIVE SESSION where we will share IMPORTANT STRATEGIES to meet your financial goals. KYLE WHITTINGTON, CFP®, PARTNER, VICE PRESIDENT CLIENT ADVISORY SERVICES will guide the discussion from the perspective of “what course of action would we choose for ourselves, given the same set of circumstances you are facing.”
You need more than just a retirement plan, you need a personal investment strategy to meet your life goals. We will show you how to establish a game plan to be financially ready to retire to help you ensure an ample post retirement paycheck. We’ll also discuss what strategies to consider during retirement.
All events are for educational purposes only; no products or services will be sold.
Securities Offered Through Triad Advisors, LLC Member FINRA/SIPC
Advisory Services Offered Through Meld Financial Inc.
Meld Financial Inc. and Triad Advisors, LLC Are Not Related