Wilson Group Financial Client News

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Upcoming events

THE PERFECT STORM:
The three biggest dangers investors face today. And what to do about them.

Saturday, August 27, 2016 | 11:00am to 1:00pm
Presented by Wilson Group Financial

With markets at historical highs and interests rates at historical lows and volatility becoming a new normal, investors are left wondering … where can I invest today with dollars I will need sooner rather than later?

There is no single product or portfolio that can tackle all these challenges alone.  Traditional retirement strategies of “buy and hold” and allocations between equities and fixed incomes while drawing 4% income can be unreliable. During this educational event, we will share a holistic planning approach that can begin to tackle these multi-faceted challenges.

Join us as we discuss how to:

  • Try and find consistent income in today’s low interest environment
  • Seek long-term returns to hedge against inflation and rising taxes
  • Find an advisor relationship that doesn’t just “pitch products”
  • Avoid market & interest rate volatility from interrupting your retirement lifestyle
  • Stop sequence of returns risk from depleting your portfolio
  • Remove emotions to help avoid derailing
  • Protect a spouse from significant income loss at your passing
  • Design a financial plan equipped for today’s “perfect storm” of challenges

To RSVP, please call 407-362-5494 ext 1.

Past events

WGF JULY IDENTITY PROTECTION EVENT

 

WGF OCTOBER CLIENT APPRECIATION EVENT

 

WGF MAY CLIENT APPRECIATION EVENT

WGF APRIL WINE TASTING CLIENT EVENT

WGF PREVIOUS YEAR EVENTS

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The Wilson Group Financial team is always available Monday through Friday, 9am to 4pm, for client consultation. Please feel free to contact us at any time using the information below or contact form found here.

Corporate Offices
Wilson Group Financial
121 South Orange Avenue
North Tower, Suite 1500
Orlando, FL 32801

Phone 407 . 377 . 6622
Fax 407 . 358 . 5237
info@wilsongroupfinancial.com

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