The Financial Parachute You Hope You Packed

In life, the difference between a safe landing and a free fall is preparation. In this session, we’ll help you “pack your financial parachute” by spotlighting the essential questions every investor should be asking—about advice, fees, risk, taxes, estate planning, and long-term goals. Together, we’ll explore how to:

  • Feel confident navigating life’s financial ups and downs
  • Ensure your financial parachute is strong and secure
  • Learn strategies to safeguard what matters most

Two dates to choose from. Choose the session that works best for you.

LaPlaya Beach Club

February 10 | 6:00 – 8:30 PM
6:00 PM Cocktails & Hors d’oeuvres
6:30 PM Presentation & Dinner

Register: FEB 10

February 11 | 11:00 AM – 1:30 PM
11:00 AM Welcome Drinks & Hors d’oeuvres
11:30 AM Presentation & Lunch

register: feb 11