Thriving in Retirement

This informative and entertaining program is COMPLIMENTARY. There is no obligation, and nothing will be sold at this event. Enjoy a complimentary meal, served immediately after the presentation. The well-known local retirement specialists at Volare Wealth Advisors will reveal the latest techniques and strategies to help you preserve your capital, get more income, decrease your risk and reduce your tax burden. Learn what other advisors may not tell you. Best of all, you may leave with ideas you have never heard before.

YOU WILL LEARN THE FOLLOWING TOPICS IN EASY TO UNDERSTAND TERMS:

• How to align your money with what matters most

• Creating a lasting family legacy that goes beyond financial wealth

• Managing family dynamics in financial decisions

• How to prepare the next generation for potential wealth transfers, etc.

Your Hosts:

Chris Wedell, is an award-winning Certified Financial Planner and Wealth Advisor who is passionate about helping her clients create powerful plans and make smart choices as they prepare for a secure , rewarding financial future. She helps clients at every stage in their lives, from starting out, to wealth building, to retirement, and beyond.

Brendan Frazier, is Chief Behavioral Officer at RFG Advisory. Additionally, he is the host of the podcast The Human Side of Money and the Wisdom In Wealth video series. Brendan’s work has been featured in Kitces.com, Advisor Perspectives, the Financial Planning Association, among other industry publications. Brendan has become a frequent keynote speaker at financial planning conferences around the world and has been named Investopedia’s Top 100 Financial Advisors.