New Year New Finances Setting Goals For 2025

Join us for an engaging afternoon of financial growth as we share insights on building your wealth, no matter your current stage in the journey. This seminar will cover the fundamentals of financial planning and guide you in creating an actionable plan to achieve your goals and secure your future. With tax season approaching, we'll provide tips on how to maximize your savings, align your investments, and plan strategically for the year ahead all the perspective of Felipe Navarette, Retirement Income Certified Planner and Wealth Management Advisor.

Enjoy light appetizers and beverages while laying the groundwork for a successful and financially confident 2025!

Host or Publisher Northwestern Mutual Lake Nona