Ready, Set, Retire! Workshop
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May 16, 2023 @ 6 PM
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Sign Up and get a free copy of
"The 7 Essentials For Successful Investing In Retirement "

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    Event Overview:

    Join us for an educational workshop designed to help families over 55 learn:
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    1. How to lower your lifetime tax bill.

    2. Why creating a reliable income stream is not out of reach.

    3. How to reduce your risk and optimize your investments.

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    As a "Thank You" for registering, you'll receive a free copy of our guide "The 7 Essentials For Successful Investing In Retirement."

    Presented by: Frank Murillo, CFP®​
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    Frank is a Certified Financial Planner™ based in South Florida. He is Partner and Managing Director at Snowden Lane Partners, an independent Registered Investment Advisor (RIA) wealth management boutique. Learn more about him, here.

    Frank has been in the industry for over fifteen years and is a local South Florida resident.