Seminar for Middle-Aged Professionals & Busy Families
Plan Smarter: Financial & Legal Strategies for Middle-Aged Professionals & Busy Families
Join us for an engaging, small-group seminar designed to help busy families and professionals in their mid 20s–50s take control of their financial and legal future.
Date & Time
- Thursday - August 21st
- 6:00 PM - Pizza
- 6:30 - 7:30 PM - Seminar
- Location: Conference Room at Happy Bean
221 S Main St, Mt Vernon, OH 43050
What You'll Learn:
From Kenton, Financial Planner at Spearman Financial:
- Cash Flow Confusion
- Juggling Competing Priorities
- Retirement Planning Clarity
- Tax Planning as You Build Wealth
- Investing and Portfolio Management
From Nicole, Attorney at Nicole Feilon Attorney at Law
- Importance of Estate/ Legal Planning
- What happens if you don’t have a Power of Attorney
- What simple steps you can take now to avoid Probable later
- Real - Life 'What Ifs': Legal Scenarios That You Should Be Ready For
Why should you RSVP?
We are keeping this event intentionally small so attendees can ask questions and actually get answers. Seating is limited —and when it’s full, it’s full.
Reserve Your Spot Today:
If you believe you could benefit from this event, please RSVP at your convenience.
Additional Disclosure: Spearman Financial Services and Nicole Feilon, Attorney at Law are unaffiliated. Spearman Financial Services and Nicole Feilon, Attorney at Law are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.