Loading Events

« All Events

Virtual Event Virtual Event

Financial Freedom IS in Reach: Here’s How

June 18 @ 1:00 pm - 2:00 pm EDT

Virtual Event Virtual Event
Free
Abstract

According to data kept by the St. Louis Federal Reserve, the Personal Saving Rate has fallen to 3.6% (Feb, 2024). Financial freedom is moving further away for many. For those at or near retirement, the default cash flow structure coupled with a long life expectancy poses a challenge. The very same pressures that interfere with saving up to retirement are amplified when person-at-work income is exchanged for capital at work.

In this program, you will learn

  • Why it is so challenging to save money.
  • How to flip the switch and move from Unconscious Consumption to Unconscious Saving.
  • The action you can take to move toward Financial Success by saving for tomorrow, tomorrow.

Who should attend

  • People who find it challenging to save
  • People who are great savers (who suspect they can do better)
  • Executives and business owners

Speaker
Vincent D’Addona MSFS, CLU, ChFC, CExP, RICP, CEPA, AEP

Vincent is a founding member of Valent Wealth, LLC, an independent full-service wealth management and financial planning firm. He seeks ways to blend education, powerful communication, and wisdom to guide clients to eliminate threats, fulfill obligations, and capitalize on opportunities in their lives. Vincent has 44 years of experience providing services in four core areas: Estate Planning, Exit Planning for the owners of closely held businesses, Distribution Planning for those at or near retirement, and Investment Coaching. He helps hundreds of clients and other financial professionals move closer to their full financial potential.

About Age Brilliantly
Age Brilliantly is an interactive community helping adults of all ages maximize opportunities for a fulfilling 100-year life. The Academy @ Age Brilliantly.org provides educational programs on topics to develop the Age Brilliantly mindset and obtain the skills and habits to achieve life-path goals.

Tickets

The numbers below include tickets for this event already in your cart. Clicking "Get Tickets" will allow you to edit any existing attendee information as well as change ticket quantities.
6/18 - Financial Freedom IS in Reach: Here’s How
$ 0.00
Unlimited

Details

Date:
June 18
Time:
1:00 pm - 2:00 pm EDT
Cost:
Free

Leave a Reply

Your email address will not be published. Required fields are marked *