Wine, Wisdom, & Wealth Management
A (very) casual wine-tasting event wrapped around our 2013 Market Outlook & Tax Update
...includes tips & tricks to keep more of your money in light of the most recent tax law changes.
Join Certified Financial Planner™ professional Mark Dennis and A1A Wealth Management at O'Kane's Irish Pub & Eatery for a casual, yet thorough outlook on the U.S. economy, financial markets, and recent tax law changes. We will include our thoughts and projections for what the second half of 2013 may hold and discuss how these events could affect you, your finances, and your future decisions.
Reservations Required. Limited Seating.
5:30 p.m. - Registration
Cocktails & Hors d'oeuvres
6:00 p.m. - Wine Tasting & Financial Update
Enjoy a FREE ticket to the event if you complete a no-cost, no-obligation financial review with our Certified Financial Planner™ professional prior to the event. To schedule your review, complete our secure, online questionnaire:
When & Where
A1A Wealth Management, Inc.
Independent, fee-based wealth management firm and registered investment advisor. We work personally with a select number of business owners, families and individuals, helping them build & protect personal wealth and streamline their finances so they can spend more time doing what they love and less time worrying about financial details.
Mark Dennis, Certified Financial Planner™