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How Financially Healthy Are You? Identifying the Hidden Obstacles for Financial Health in Cornelius

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February 26, 2013

Tuesday   6:30 PM - 8:00 PM

19101 Peninsula Club Dr
Cornelius, North Carolina 28031

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How Financially Healthy Are You? Identifying the Hidden Obstacles for Financial Health

Being physically healthy requires more than just a well-balanced diet and regular exercise. Similarly, true financial health entails more than simply earning solid investment returns and staying in control of debt. A financial checkup for high-net-worth individuals should include a careful evaluation of each piece of the wealth mosaic. 

Individuals and families should revisit these issues regularly because milestones, such as a career change, a liquidity event, or the birth of a child or grandchild, create new challenges and opportunities. A holistic, integrated approach to dealing with these interrelated issues is the best way to achieve a clean bill of financial health.

 

Register today for this free event!

 

As an independent financial advisory firm, Windward Capital provides unbiased advice to help individuals, families, and companies succeed.

Cost: The Peninsula Club Wealth Management Series 0.00

Categories: Conferences & Tradeshows | Health & Wellness | Outdoors & Recreation | Sales & Retail

Added: Jan 3, 2013 at 5:26 PM // Last Modified: Feb 8, 2013 at 07:17 PM
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