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
Event begins in
We're sorry, registration for our Q3 Client Connect is now closed.
Andrew Toccaceli
RICP®, MRFC® – W.A. Smith Financial Group
Senior Vice President, Advisor
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
