Building A Winning
Game Plan Seminar
Hosted by Wrobel & Associates
Thursday, September 14 | 6:00 p.m.
The Aviator Event Center, 20920 Brookpark Road, Cleveland
Join us for an Educational Dinner Event
We are delighted to welcome you to our exclusive, educational seminar created especially for you, Wrobel & Associates clients! Get ready for a power-packed evening as Bill Smith, RICP®, MRFC®, Founder and CEO of W.A. Smith Financial Group equips you with the tools necessary to build a holistic, winning game plan.
When you attend this event you will learn about:
- Ensuring your investment strategy works
seamlessly with your tax strategy - Minimizing personal tax liability and costs through proper investment selection
- Collaboration and precision on strategies
such as Roth IRA conversions, gifting, and tax harvesting - Business owner tax mitigation strategies
through holistic financial planning
PRESENTER
William "Bill" Smith, RICP®, MRFC®, Founder and CEO of W.A. Smith Financial Group.
Bill has been serving clients through holistic financial planning, disciplined investment strategies and proactive personal service since 1995.
Author of two retirement books and host of the television show “Retirement Solutions,” where he addresses top concerns for retirees and their investments with co-host Robin Swoboda.
For four years running, W.A. Smith Financial Group has been among the 5,000 fastest-growing companies in America as determined by Inc. magazine.
Hosted by Wrobel & Associates
