Expanding Your Resources to Create, Preserve & Transfer Wealth

Planning for your finances, taxes and estate is essential to growing and preserving your assets. As uncertainties continue to grow, it can sometimes be difficult to know which strategies to entertain in order to achieve your personal financial goals. 

At our upcoming seminar, financial advisor Eric Oh, tax professional David Hilliard, and the team at The Law Office of James F. Roberts & Associates will discuss strategies and best practices to consider so that you are better informed and can be more proactive in your planning.

If you attended our seminars in March, you may have learned about a lot of what we are covering. This is a great opportunity to invite your friends and family to join us in our office classroom to see how our 3n1 works together for the benefit of our clients.

What We Will Cover:

When:

We will have a total of 6 sessions, lunch or dinner, to accommodate your schedule. 

*An Individually-packaged meal will be provided. 

*This event will be recorded and videos and images from the event may be used in the future for promotional purposes.

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Your Safety Is A Priority For Us!

We will be adhering to state and county guidelines to ensure our events meet the current standards. We understand that the future is unpredictable! At this time, we are going to move forward with our events and look forward to seeing you there. If you feel uncomfortable attending, we completely understand – a recording of the seminar will be e-mailed out to those who RSVP.

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Location

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Presented by:

Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Advisory Services offered through Chatterton & Associates. The Law Office of James F. Roberts and Associates is not affiliated with Royal Alliance Associates, Inc.