Registration is Closed

Thurs., Feb. 22, 2024 Client Referral Dinner Seminar
at Chez Francois Restaurant


The Referral Event is booked full and registration is now closed.

Join us for a private, educational event at Chez Francois Restaurant featuring chef-curated French cuisine and exceptional wine pairings.

At this event, you and your guest will learn:

  • Building a reliable income stream for retirement – the foundation of a comprehensive financial plan
  • Managing a top retirement fear: Will she/he be OK when I die?
  • Optimizing your current financial plan to reduce fees, potentially boost returns, increase investment efficiency, and reduce your tax bill

Seating is Limited!
You must bring a guest who is not already a W.A. Smith Financial Group client to attend.

Registration is Closed.