“Will I Make It?” “Do I Have Any Financial Blind Spots?”
Please join us for this informative event as Rich Boehm will discuss his Total Net Worth Approach that seeks to help investors mitigate taxes and solidify their overall
financial planning. Geoff Knapp will go over the need for an insurance “Stress Test” and strategies to protect your assets.
Please RSVP to Rich at (203) 442-6752 to reserve your spots today!