Wine, Wills, Wealth

3333 N Mayfair Road,Wauwatosa WI 53222

17 February, 2022

Description

Enjoy complimentary wine while learning the fundamentals of growing and protecting your wealth at this free seminar. Enjoy complimentary wine while your hosts Third Coast Advisors and Trinkl Estate Planning walk through the components of a smart financial plan that builds and preserves your wealth. Whatever your financial goals are, everyone needs a strong financial foundation to reach them. During the seminar you'll learn: The main threats to your finances, and what you can do to protect your assetsThe wealth-building essentials of a strong portfolioHow to approach multiple financial goals at once, such as paying off debt while saving for retirementHow to create a plan to protect your wealth and create a lasting legacy that serves you and your family long-termThis is a FREE event but seating is limited. Please register to save your seat.