A Presentation by W.A. Smith Financial Group

Q3 Client Connect

Our third 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:

  • W.A. Smith Financial Company Updates
  • Economic Update and Market Outlook
  • 5 Essential Estate Planning Tips
  • 5 Estate Planning Mistakes That Could Cost Your Family Dearly
Wednesday, July 10, 2024

Wednesday, July 31, 2024

Wednesday, July 10, 2024

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

Wednesday, July 31, 2024

Seating is limited!  |  RSVP by Monday, July 15, 2024

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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 Estate Planning and Market Insights

As the financial landscape evolves, it's crucial to stay informed about economic trends and effective estate planning strategies. Our third 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:

  • W.A. Smith Financial Company Updates
  • Economic Update and Market Outlook
  • 5 Essential Estate Planning Tips
  • 5 Estate Planning Mistakes That Could Cost Your Family Dearly
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