Broker Check
04 Nov
GET FINANCIALLY PREPARED WORKSHOP

Description

LGBTQ+ individuals and couples face unique issues in their pursuit of Financial Balance. This complimentary workshop will address financial concerns and review the basic concepts of financial and retirement preparation. Together we will explore roadblocks to queer financial success as well as what should be considered when creating a long-term retirement strategy.

LEARN THE BASICS OF FINANCIAL BALANCE FOR LONG-TERM FINANCIAL SUCCESS

Join me for this complimentary workshop to discuss how to address your financial concerns and review the basic concepts of financial and retirement planning.

Wes Hunter
The Bulfinch Group 
160 Gould Street, Suite 310, Needham, MA 02494
Cell: (352) 572-7819



James Wesley 'Wes' Hunter is a Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. The Bulfinch Group is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. FL Insurance license #W773218. CA Insurance license #4149342. 2021-127683 Exp 11.5.21

Date and Time

Thu, Nov 04, 2021

12:00p - 1:00p EST

Location

This event will be held virtually

Note

Virtual Meeting

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