A Presentation by W.A. Smith Financial Group
Q4 Lunch & Learn
Our fourth quarter “Lunch and Learn” 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 and Market Outlook
- Medicare Planning and Open Enrollment
- How Secure Act 2.0 could affect you and strategies to deploy
Time to RSVP:
Register for Lunch and Learn
Andrew Toccaceli
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 "Lunch and Learn" 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 and Market Outlook
- Medicare Planning and Open Enrollment
- How Secure Act 2.0 could affect you and strategies to deploy