5 Actionable Steps To Begin Your Financial Journey

We provide a 60 minute financial seminar, typically held during your
office lunch hour in a conference room. In our workshop we cover a litany of topics, from starting your financial plan to understanding the importance of investor behavior. Pricing is for up to 15 people.

Attendees will Learn

-How much to save and how to save
-How to create a plan to avoid working until 70
-401(k) traditional or Roth, which is better
-Impact of Investor behavior
-How to manage debt
-Actionable things you can do now to build wealth for the future

About this Speaker

Are you prepared for 'what's next?' Drucker Wealth Management is here to help. Since 1959, Drucker Wealth Management has been providing comprehensive wealth management services to the affluent and those who'd like to be. Today, we are one of the preeminent, independent financial advisory firms in the country. We've maintained our stellar reputation as a result of our client-centric approach, which is focused on helping our clients retire comfortably, and then remain comfortably retired.

Education and Experience

-Certified Financial Plannerâ„¢
-100+ seminars presented
-5 years of financial planning experience
-Named 2019 Forbes Next Gen Advisor (awarded to 2% of all advisors that applied)
-Author of Financial Planning Book for Young Professionals
-Director, Wealth Builder Division of a 3rd generation premier wealth management firm

Speaker Topic:
Financial Wellness
Mental Health
Celebrity or Keynote
Working From Home
Humorous, Funny
Other Critera:
Available as Webinar
Recording is OK
Available as In-Person Event
Available Nationwide
Willing to Travel
Offered in Spanish
Offered in other languages
For Call Centers
Especially for Men
Especially for Women
HRA/VEBA eligible
For 3rd Shift
For Retreats
Duration of event (in hour increments): 1 Hour
Equipment buyer needs to provide: TV with HDMI cord required
Equipment provided by vendor: N/A
Post event tools included: Yes
Includes pre-event consultation: Yes