Financial Education Wealth Preservation


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