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WNG Regional Calendar - Event Details

Planning for Your Financial Success with Erik Fromm
40Plus of Greater Washington
Apr 30 - Monday
9:45 AM
11:30 AM


What steps should professionals in transition take to safeguard their financial future? Are there specific tax and financial strategies for transition that can minimize risk and reduce stress? What should you do when you find a new role, to build financial health and future security?

These are just a few of the vital questions that we'll address during this presentation.

Erik Fromm is an accomplished financial planning professional, with a diverse background helping clients reach their financial goals.

Janney Montgomery Scott is a team of wealth management advisors dedicated to the growth and preservation of assets and to building long-term relationships. We are committed to providing our clients with the highest standard of Expertise, Education and Accessibility. Our passion is helping people make better financial decisions. Our team works together to deliver a client experience designed to break down complexities and develop plans based on client values and specific goals. Specializing in various aspects of the process, the team leverages the talents and expertise of each member across income, insurance & estate planning, portfolio management, and client communication to work toward one common goal - getting clients to and through retirement on their terms.


1627 K Street, NW, Suite 300
Washington, D.C. 20006


Complimentary

  • Yes


Register here: http://40plusdc.org/event-2874... |

Non-WNG Event
180430.01

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