A Presentation by W.A. Smith Financial Group

Q4 Client Connect

Our fourth quarter “Client Connect” for 2024 has been planned and you are invited!

This event is for select clients only and our discussion will include the following topics:

  • Company Updates
  • Economic Update & Market Outlook
  • Medicare Planning & Open Enrollment
  • How Secure Act 2.0 Could Affect You & Strategies To Deploy
Wednesday, July 10, 2024

November 6th, 2024

Wednesday, July 10, 2024

Doors open at 11:30 AM | Program begins at 12:00 PM

Wednesday, July 10, 2024

5070 Waterford Drive Sheffield Village, Ohio 44035

Wednesday, July 31, 2024

Seating is limited! | RSVP by Wednesday, October 30th

Time to RSVP:

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Andrew_Profile

Andrew Toccaceli

RICP®, MRFC® – W.A. Smith Financial Group

Senior Vice President, Advisor

Jarrett_Profile

Jarrett Lang

RICP®, RFC® – W.A. Smith Financial Group

Vice President, Advisor

An Exclusive Discussion on Medicare Planning & Open Enrollment

As the financial landscape evolves, it's crucial to stay informed about economic trends. Our fourth quarter "Client Connect" event brings together industry experts to provide valuable insights and practical advice, ensuring your financial plans are well-positioned for the future.

The Presentation and Q&A will explore such topics as:

  • Company Updates
  • Economic Update & Market Outlook
  • Medicare Planning & Open Enrollment
  • How Secure Act 2.0 Could Affect You & Strategies To Deploy
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