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
Time to RSVP:
Register for Educational Event
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 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