It is time for a Financial Wellness Checkup!

WINCleveland Monthly Meeting
Informal Networking begins at 11:30am;
Meeting will start promptly at 11:45am.

April 21

Get ready for an informative and dynamic discussion with panelists Kim Graham, Susan Murphy and Sam Scheer.

It is time for a Financial Wellness Checkup!  The retirement landscape is changing.  Changes in the healthcare system, government-sponsored programs and employer plans are already impacting the largest pre-retirement population in history.

You've worked hard to create a certain lifestyle for you and your family, so protect it with a sound financial strategy. 

This month’s financial wellness checkup will help you to have a better understanding of the complex issues you face to help you ensure you can meet your family’s needs now and in the future.  Your finances don't have to be difficult - these ideas will help expedite your future!

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Save the date TODAY in your calendar!

Free for members- please reserve your seat today by registering online.  Seating is limited. Walk-ins are not guaranteed. 

$20 for non-members- Must register and pay online prior to the meeting.  Seating is limited. Walk-ins are not guaranteed. 

We meet in a restaurant.  Lunch is available - and encouraged - for an additional charge.  Please order online when you register.

We're looking forward to seeing you!