Do I Need a Financial Advisor?
Schedule
Thu Apr 20 2023 at 01:15 pm
Location
Tarpon Total Health Care | Tarpon Springs, FL
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Barret Roosa from IHT Wealth Management will be giving an educational seminar about whether or not you need a financial advisor!Come and hear how a financial advisor can help you understand your financial goals and help create a plan that will help you achieve those goals. This will be an educational discussion demonstrating:
1. My investing philosophy and how I work with clients
2. Lazy investing
3. Tax efficient retirement income
4. Question and answer session
There are only 15 spots available so RSVP quickly! ?
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Where is it happening?
Tarpon Total Health Care, 400 East Tarpon Avenue,Tarpon Springs,FL,United StatesEvent Location & Nearby Stays: