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Financial Education Wealth Preservation
March 24 @ 7:00 pm - 8:00 pmFree
Financial Education & Wealth Preservation
With Charles Wilner
What is wealth preservation?
What do I need to know?
How to setup myself up?
Charles graduated from the University of Connecticut in 1988 with a BA in Economics, and Barry University in 1995 with an MBA, with a concentration in International Business. I recently sold my brokerage business and now I work with a select group of individuals, in managing their financial goals and objectives.
– There was a company, SIMS, that had an advertisement, and it ended with the owner stating, “An Educated Consumer is our Best Customer”. I believe that an educated client is the best client.
March 24th, 7:00 PM
Jewish Community Synagogue
844 Prosperity Farms Rd, North Palm Beach, FL 33408