Lunch n’ Learn Investments Workshop

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Lunch n’ Learn Investments Workshop

June 24 @ 11:30 am - 1:30 pm

Building a Confident Investment Strategy for Retirement

Explore proactive and practical approaches to grow, protect, and distribute your retirement assets.

Join us for an engaging Lunch and Learn concepts that can help you become more savvy financially—even in uncertain times.

Date: Wednesday, June 24th
Time: 11:30am – 1:30pm
Location: our new offices at 18422 Coastal Highway, Suite 203, Lewes, DE 19958

Dedicated Financial invites you to a special Lunch n’ Learn event designed to help you build confidence in your investment strategy for retirement.
Enjoy a light lunch, beverages, and complimentary educational resources as you learn actionable ways to to strengthen, safeguard, and optimize your retirement portfolio.
This workshop will equip you to understand the Active vs. Passive Investment Approaches:
  • Market Cycles and the Impact of Volatility
  • Understanding Active and Passive Investment Strategies: Pros and Cons
  • Performance Benchmarks in the Distribution Phase of the Wealth Lifecycle
  • Value of Investment and Financial Planning Advice
There will be time for an open Q&A after the presentation, and all participants are welcome to schedule a complimentary consultation to discuss their personal questions one-on-one.
Light lunch and beverages provided. Complimentary resources for all attendees.
Don’t miss this opportunity to learn clear, practical strategies for growing and protecting your retirement assets with confidence.
There is absolutely no cost or obligation and no financial products will be offered.

About Your Presenter:
Len Hayduchok, CFP®, founder and President of Dedicated Financial, brings 30+ years of expertise as a fiduciary and financial planner. Len has helped guide over 5,000 individuals and families to greater financial confidence through proactive, tax-smart planning and a personalized approach to financial wellbeing.
Investment Advisory services offered through Turner Financial Group, Inc., an SEC Registered Investment Advisory Firm. CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S. Disclosures: www.DedicatedFinancial.com/disclosures

FOR EDUCATIONAL PURPOSES AND NO PRODUCTS WILL BE SOLD AT THIS EVENT.  Association of Financial Consultants, TM is an IRS-approved 501(c)(3) non-profit organization. It serves as an informational teaching resource for the general public. Association of Financial Consultants, TM is an all-volunteer non-compensated Non-Profit. Our mission is simple, offer high-quality education through free educational workshops and classes in a non-selling environment. Our member fiduciaries and consultants are committed to public service. Association of Financial Consultants, TM acts as an educational resource for Americans who want to learn more about planning for their financial future. We offer educational workshops and classes at no cost or obligation to the attendees. This service is provided by member fiduciaries and consultants in a completely non-selling environment. Our members are committed to ongoing education to help Americans educate themselves and understand complex financial topics through simple language and are bound by a Code of Conduct that demands integrity, accountability, and transparency. Our member fiduciaries and consultants are licensed professionals and share a passion for educating individuals within their community. Our members donate their time and knowledge in classroom-style settings. Association of Financial Consultants, TM offers workshops and classes across the nation. Email us to get information on a workshop or class near you [email protected] or check us out at www.associationoffinancialconsultants.org.

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Details

  • Date: June 24
  • Time:
    11:30 am - 1:30 pm
  • Event Category:

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