Event: Longevity Planning, Wealth Management and Estate Planning
August 5th, 2015
Keller Thoma Partner Larry Powe, along with Robert Pearl from Edward Jones Finance, invite you to attend a presentation addressing longevity planning, wealth management and estate planning. The presentation will take place on Saturday, September 26 from 9:00 a.m. to 11:00 a.m. at Travelers Tower II, 26555 Evergreen Road in Southfield. Agenda topics include:
- Reviewing the Entrepreneurial equation
- Examining your personal and business goals
- Creating "value"
- Considering retirement strategies
- Implementing your focus through planned actions
There will be an opportunity for questions and discussion as well.
Meeting space is limited, so please RSVP no later than September 18, 2015 by contacting Sherry Dockery.
A detailed flier can be downloaded here: Fall Seminar Invitation
