Get ready for an exceptional experience with Wealth Progression Group!
Robin Edgar is a Wealth Strategist with over 33 years of experience, and she'd love to share her three-bucket approach to financial management with you. Whether you're a finance novice or a seasoned investor, this strategy is universally applicable and incredibly insightful.
What's in Store for You:
- A comprehensive exploration of the 3-bucket financial approach.
- Practical handouts for continued learning.
- An exclusive discount on Robin's in-depth educational video program.
- Complimentary individual meeting including tax-analysis observations.
- Plus, enjoy a selection of delicious snacks while you learn!
Special Launch Offer: Join us for the inaugural session at half the price! Only $50.00 for individuals or $100 for couples. Secure your spot, enjoy some snacks, and take a significant step towards financial confidence!
This is for informational purposes only, does not constitute individual investment advice, and should not be relied upon as tax or legal advice. Please consult the appropriate professional regarding your individual circumstance.
Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Investment advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment advisor. Insurance offered through Concorde Insurance Agency, Inc. (CIA). Wealth Progression Group is independent of CIS, CAM and CIA.
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