Client news and information
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:
To RSVP, please call 407-362-5494 ext 1.
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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.
Wilson Group Financial
121 South Orange Avenue
North Tower, Suite 1500
Orlando, FL 32801
Phone 407 . 377 . 6622
Fax 407 . 358 . 5237
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