Wealth Planning conversation over lunch

Please join us for a complimentary lunch and learn in Union Square. We will cover Wealth & Retirement Planning Senior Executives. We also also discuss how we create financial plans for our clients. Complementary lunch will be served. This event is best for anyone interested in active management of their portfolios or those who require a more detailed financial plan. Please RSVP prior to attending the event. There is limited space. Email Louis Green at louis.green@savvyadvisors.com