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 Planner™
-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