Managing Your Wealth
At Genesis Accounting, we’re passionate about your financial success. Unfortunately, there is a void in the industry. We experience it far too often – the lack of collaboration and communication amongst your financial professionals is a BIG PROBLEM. Your CPA, your financial advisor, and your estate attorney should be working together, because if they don’t, it could be costing you, literally!
The good news, you ask? We have a plan to help you! You are cordially invited to a private, educational dinner event hosted by Bill Smith and W.A. Smith Financial Group.
Through our strategic partnership with W.A. Smith Financial Group and their team of fiduciary advisors, we’ve witnessed firsthand the power of collaboration and what it can mean for you and your family.
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Register for Wrobel & Associates Dinner Seminar
Managing Your Wealth: Navigating Risks During Election Uncertainty
Join us to better understand how potential market volatility and policy changes could affect your financial future.
At this exclusive event, we will discuss:
- Investment management strategies to shield your retirement from market swings and political surprises
- How to minimize taxes and potentially maximize returns regardless of who is in office
- Developing a legacy wealth plan to ensure your family's financial security
- How to navigate potential interest rate cuts, rising inflation, and economic shifts
- How much money you really need to retire and developing a plan to solidify retirement paychecks
