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

Wednesday, October 30th, 2024

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

Holiday Inn – 6001 Rockside Rd, Independence, OH 44131

Seating is limited!  |  RSVP by Monday, October 21, 2024

Time to RSVP:

Register for Lunch and Learn

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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 "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
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Medicare