In this seminar, wealth advisors from
WJ Interests will discuss the seven essential steps individuals can take to prepare for a stress-free retirement, covering financial assessment, goal setting, savings and investment strategies, healthcare planning, estate planning, and ongoing monitoring and adjustment of retirement plans
Speakers:
- Jonathan Chapman, CFP, CExP , Senior Wealth Advisor, Partner, WJ Interests, LLC
- Mateo Salmeron, Associate Wealth Advisor, WJ Interests, LLC
RSVP on the Riverstone App today!
Disclaimer: Please note that Riverstone Homeowners Association is not a sponsor or host of this event, nor is it affiliated with any of the people or entities sponsoring or hosting this event. The Association has not verified the attached information regarding this event and is simply forwarding this information along as a service to Riverstone residents. This communication should not be taken as an endorsement by the Association of this event, or the information contained in this communication.
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