
About this Event
Enjoy great food, meaningful conversation, and thoughtful insights on how to build financial confidence and achieve your goals.
You should attend if you are not feeling confident about your finances and want to know how to thrive in retirement and build a portfolio that helps you to live comfortably in retirement and pass assets to your heirs.
Let’s toast to financial empowerment—because your future deserves a seat at the table!
Agenda
🕑: 12:45 PM - 03:00 PM
Brunch Agenda
🕑: 12:45 PM - 01:00 PM
Check In
🕑: 01:00 PM - 01:15 PM
Welcome
🕑: 01:15 PM - 02:00 PM
Presentation
🕑: 02:00 PM - 02:30 PM
Goal Setting Activity
🕑: 02:30 PM - 03:00 PM
Wrap up + Networking
Event Venue & Nearby Stays
Davio’s Northern Italian Steak House, 55 Boylston Street, Newton, United States
USD 50.00 to USD 90.00