The Family Legacy & Retirement Playbook of the Wealthy
Schedule
Mon Apr 13 2026 at 06:30 am to 08:30 pm
UTC-04:00Location
Casa Mia on the Green | Rocky Hill, CT
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Unlock the “Retirement Playbook of the Wealthy” ����April 13th & 14th @ 6:30pm at Casa Mia on the Green
Join me for a complimentary dinner and educational, dinner event followed by a open forum Q&A session where we’ll dig into:
�Unlock The Family Centric Office Advantage ��
�Geopolitical market risks(and how to protect your portfolio)�
�Retirement income strategies to protect against outliving your retirement savings��
�Estate planning beyond a will �
�Smart tax strategies & navigating new government rules ��
This is perfect for retirees and pre-retirees who want clarity, confidence, and a game plan—not a sales pitch. ��
Unlike most firms who require large minimum investment to work with a Family Guided Office ---- WealthWise Capital is breaking down those walls� and offering the services to families of all walks of life wit NO minimum investment needed! �
Seats are limited, so if you would like to attend please RSVP ��
by visiting - www.YOURSVP.com and use code: BUSPEQ -- or call (833)365-5464 and speak with one of our team members to reserve your seat and select your dinner entree.
Who’s ready to think, eat, and plan like the wealthy!
Come and experience the WealthWise Difference for yourself!
My team and I look forward to seeing you all there!
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Where is it happening?
Casa Mia on the Green, 600 Cold Spring Rd,Rocky Hill, Connecticut, United StatesEvent Location & Nearby Stays:
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