Wealth Accumulation, Retirement and Charitable Giving Strategies

Wealth accumulation and saving for retirement (or other specific financial goals) don’t have to be at odds with your charitable giving.

Journey with Patrick O'Connell of Wealth Advisory Group through the life stages of a giver to help them assess:

• Where are they now?
• Where would they like to be?
• Where could they be?
• How do you get there?

We will provide a real-life road map of how individuals can achieve all three goals of wealth accumulation and saving for retirement while maintaining the heart of generosity.

Event Details:

WHERE: Parkview Field's Lincoln Financial Event Center, 1301 Ewing St., Fort Wayne

PARKING: Free parking is available in the Silver Lot off Brackenridge St.; Harrison Square Parking Garage offers the closest parking, but this is a paid lot.

WHEN: 11:30am-12:00pm - lunch and networking | 12:00pm-1:00pm - Presentation