Broker Check
13 March
Financial Strategies for Successful Retirement

Description

3 day immersive and interactive strategy discussion.

Registration

Tuition is $89 per household

Register by completing both these steps... We look forward to seeing you.

  1. Reserve your seat(s) using the REGISTER button on this page.
  2.  Complete registration by submitting tuition payment securely via Credit Card or PayPal (no PayPal account required)... 

Please contact our office @ 614-591-4515 for assistance.

Instructors

Our local course instructors from WealthBridge Capital Management are:

  • Ryan M. Dunlap, CFP®, AIF® | Principal | Financial Advisor
  • Robert W. Faulkner, CIMA®, CRPC® | Principal | Financial Advisor

Date and Time

Wed, Mar 13, 2024

6:30p - 8:30p EST

Location

Fiduciary Planning Institute

550 Polaris Parkway
Town Hall
Westerville , OH 43082

Note

Complimentary Parking Provided. Signage will be posted on location. Classes will be in "Town Hall" suite on first floor.

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