You’ve worked hard. Imagined what the future might hold.
Join us for an educational presentation to help you prepare for living the retirement you’ve always dreamt of and worked so diligently to achieve. In this hour dinner presentation you’ll discover:
Wealth management is more than identifying the investments with the best returns. The strategies we employ at Outlook Wealth Advisors consider not only your investments but also your income, address the tax and legal consequences, healthcare and long-term care needs, and plan for the efficient transfer of assets to your heirs. If a “personal touch” is important to you and if the knowledge base of both CPAs and CFPs is of value to you, we’d love to meet you at one of our workshops.
Workshops are best suited for those who have saved at least $500,000 for retirement outside the value of any real estate holdings.