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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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      EVENT DETAILS
      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

      Event details may change at any time, always check with the event organizer when planning to attend this event or purchase tickets.
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