March 25, 2019

Mindful Retirement Client Event

Realize a Mindful Retirement

Ready to look beyond your finances to create meaning during this new phase of life? Join us on May 2nd, 2019 at Cortland Mansion from 5:30 PM to 9:00 PM for an interactive workshop with an industry thought leader who can help you learn how to foster fulfillment.

This event will be led by Joni Youngwirth, an industry thought leader and managing partner with our Registered Investment Adviser–broker/dealer, Commonwealth Financial Network®. Joni has honed her understanding of retirement issues for many years as a practice management consultant to advisors like me and has offered her insight through numerous presentations and articles. She has distilled her knowledge into a rewarding learning experience that will leave you energized for the next chapter of your life.

You and I have been planning your financial retirement for quite a while. I hope you’ll join me now to examine issues beyond the financials that foster meaning and joy, including health and wellness, family and relationships, personal development, and so much more.

Heavy hors d’oeuvres will be served during the event. Please RSVP below by April 19th, 2019.

Mindful Retirement Event RSVP

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Mindful Retirement Client Event

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