Come join Joseph Soricelli of Aging Issues Management in a riveting discussion on how to become financially fit in 2022!
The following topics will be discussed:
Financial planning – what goes into a plan and questions to ask yourself
Market volatility – what’s my Risk Tolerance and how should I be invested
Hedged investments with Downside protection – what is a structured Product
Taxes – Can I reduce them
Estate planning – documents you need now and in the future. POA, Will, Health Proxy, Trusts
“2022 has brought challenges and increased anxiety about your financial future and whether you are financially fit. Let us help your de-stress and learn that you are either doing the right things and hopefully not the wrong things.
Let us help you be prepared for your next 20 years