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Potluck Brunch & Learn Workshop: 7 Steps to Financial Success | 11AM, Sunday June 11

Alex Swan, Concord Wealth Management

Sunday, June 11, 2017 from 11:00 AM to 2:30 PM (EDT)

Potluck Brunch & Learn Workshop: 7 Steps to Financial...

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Type Remaining End Quantity
RSVP Workshop: 7 Steps to Financial Success 49 Tickets Jun 11, 2017 Free  

Share Potluck Brunch & Learn Workshop: 7 Steps to Financial Success | 11AM, Sunday June 11

Event Details

Concord Wealth Management and Women’s League of Boston are pleased to host this exclusive event for the with Vitaliy Khomanko, Advisor and Chris Wood, Vice President of Concord Wealth Management.

Join us at 11AM on Sunday, June 11, 2017 to get a better understanding of how to become financially savvy, and learn simple tactics and actions you can put into practice in order to make progress towards your financial goals.

Please bring your favorite brunch dish to share and Concord Wealth Management will provide beverages. Please register in advance, as space is limited.

- 11 – 11:30AM: Reception with Drinks & Light Snacks
- 11:30AM – 1PM: Presentation & Interactive Workshop
- 1 – 2:30: Pot Luck Brunch & Drinks

When: 11AM, Sunday, June 11, 2017
Where: Concord Wealth Management | 230 Third Ave., 6th Floor, Waltham, MA 02451

Questions? Contact Alex Swan alex.swan@cwmofnewengland.com | 781-966-3788

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Специально для Women’s League of Boston!

Приглашаем Вас принять участие в эксклюзивном ланче-семинаре, который будет проводиться компанией Concord Wealth Management специально для Women’s League of Boston!

Семинар состоится в 11AM в воскресенье, 06/11/2017.

Vitaliy Khomanko, Advisor, и Chris Wood, Vice President of Concord Wealth Management, расскажут Вам о простой и понятной тактике, практических шагах к обретению финансовой независимости и реализации Ваших финансовых целей, а также о том, как осуществлять анализ и контроль собственного финансового состояния. А для закрепления всего услышанного мы с Вами выполним практическое задание, которое станет первым шагом к эффективному управлению Вашими личными финансами.

Во время семинара Concord Wealth Management предоставит напитки (алкогольные и безалкогольные), а ланч будет состоять из кулинарных шедевров, принесенных Вами! Приносите свои любимые блюда!
Просим регистрироваться на семинар заранее, количество мест ограничено!

11 – 11:30AM: Общение с напитками и легкими закусками
11:30AM – 1PM: Презентация и выполнение практического задания
1 – 2:30: Pot Luck ланч и напитки!

КОГДА: 11AM, Sunday, June 11, 2017
ГДЕ: Concord Wealth Management | 230 Third Ave., 6th Floor, Waltham, MA 02451

Регистрируйтесь здесь http://bit.ly/womensleagueworkshop62017
Вопросы? Contact Alex Swan alex.swan@cwmofnewengland.com or 781-966-3788

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Vitaliy khomanko | Advisor

Vitaliy Khomanko

Vitaliy works with clients to evaluate their insurance planning needs, as well as assisting them with their long-term financial goals focusing on: retirement planning, college education funding, income and asset protection. He has a passion for educating individuals, families and businesses about their finances by empowering them with proper education and resources through a hands-on, tailored and client-centered process.

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Chris wood LUTCF | Vice President

Chris Wood
Chris's areas of focus include life insurance, retirement planning, case design, and business strategies. He does financial planning for individuals and families as well as working with businesses on small group benefit plans. He has received many distinctions for his work including Executive Council with New York Life in 2013. He has also received the designation of Life Underwriter Training Council Fellow, which is in conjunction with The American College and National Association of Insurance and Financial Advisors.
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Chris Wood is a registered representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, Inc., (HTK), Registered Investment Advisor, Member FINRA/SIPC, 230 Third Avenue, 4th Floor, Waltham, MA 02451 781-966-2980.

HTK is a wholly owned subsidiary of Penn Mutual. Concord Wealth Management is independent of HTK.

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Have questions about Potluck Brunch & Learn Workshop: 7 Steps to Financial Success | 11AM, Sunday June 11? Contact Alex Swan, Concord Wealth Management

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When & Where


Concord Wealth Management
230 Third Avenue
6th Floor
Waltham, MA 02451

Sunday, June 11, 2017 from 11:00 AM to 2:30 PM (EDT)


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Organizer

Alex Swan, Concord Wealth Management

Alex Swan, Alex.Swan@cwmofnewengland.com or 781-966-3788

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Potluck Brunch & Learn Workshop: 7 Steps to Financial Success | 11AM, Sunday June 11
Things to do in Waltham, MA Class Other

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