Traditional vs Uncommon
Retirement Planning: First
Financial Group Webinar
Dec 9
Wealth Management Advisors with First Financial Group take an
"Uncommon, all-encompassing financial planning" approach in
helping professional and business owner clients.
With more than two decades of
business and financial experience,
Jenevieve Lenz is a leader in this
uncommon, integrated planning
approach for FFG.
She will be sharing her expertise in a conveniently scheduled, free
lunchtime webinar on Wednesday, December 9th from 12:15 to
1:00 pm EST.
Details for the event can be found
here:
https://jenevievelenz.ffgadvisors.co
m/events/retirement-uncommon-
planning-must-knows
A talented presenter and speaker, Mrs. Lenz excels at explaining
the importance and relevance of complex and dry financial subject
matter to busy professionals and business executives.
Her expertise includes such issues as
asset management, wealth protection,
financial wellness in the workplace,
investments, insurance, estate planning
review, employee benefits and other
financial instruments.
Mrs. Lenz approaches her work with passion and a desire to educate and
help her clients develop a customized financial plan that works for both
their present and future circumstances.
"Your overall financial well
being is very important to me,"
she explains.
This live event will cover a range of topics critical to
maintaining personal and business financial health
including:
How to navigate a changing world –
preparing for retirement and the impact of
new tax laws and CARES Act changes
and knowing the tools that will help
evaluate, manage, and minimize risk in a
401(k), 403(b), SEP IRA, or TSP.
Additional topics include:
Common questions about job changes
and retirement risk in accounts left with
previous employers, and pitfalls of
traditional planning that “Uncommon
Planning” can help clients avoid.
Contact Mrs. Lenz At: https://www.ffgadvisors.com/jenevieve-lenz