Wealth Management Seminar —plus a free customized financial plan

Join in the heart of Manhattan for an exclusive, interactive seminar designed to provide clear, practical strategies for building, protecting, and managing your wealth. Whether you’re a professional, entrepreneur, executive, or business owner, this is your opportunity to learn high-value financial strategies directly from experienced wealth advisors — and receive a complimentary/free, customized financial plan at no extra cost.

In today’s fast-changing economy, knowing how to grow and safeguard assets is essential. This seminar is a focused, results-driven session that will give you the insight and structure to make informed decisions and strengthen your financial position.

Info: Registration & check-in
Light refreshments served
Introduction to Mikhael Paul Wealth Management
Overview of seminar objectives and complimentary financial planning benefit

Info: Understanding your current financial position
Defining measurable short-term and long-term goals
Key metrics to track for lasting financial growth

Info: Determining your “retirement number”
Building multiple income streams for retirement
Tax-efficient withdrawal strategies
Protecting retirement funds from inflation and market volatility

Info: Principles of portfolio diversification
Asset allocation for different life stages
Risk tolerance and market cycles
Introduction to alternative investments

Info: Life, disability, and long-term care coverage explained
Using insurance as a wealth preservation tool
Avoiding over-insurance and reducing unnecessary costs

Info: How the free one-on-one planning session works
Introduction to licensed wealth management advisors
Step-by-step of the follow-up process

Info: Open floor for attendee questions
How to book your free financial planning session
Networking and exit

Event Venue & Nearby Stays

Mikhael Paul Wealth Management, 1185 Avenue of the Americas, New York, United States