Are You on Track Financially? Take control of your financial future! Don’t miss this exclusive opportunity to gain insights from financial experts Jamie Bosse and Jack Giardino. They will cover Four Key Areas to Maximize Financial Freedom, including managing cash flow and setting financial goals, retirement savings for both you and your business, exploring various investment options, and estate planning strategies.
Have questions? Email them in advance to [email protected], and we’ll ensure our presenters address them during the session!
Jack Giardino, CFP® - Inflection Point Wealth Advice
As an Advisor and Director of Planning with Inflection Point Wealth Advice, Jack provides personalized wealth solutions to clients' specific needs and objectives. He works with clients to help develop and implement financial plans, tax strategies, estate planning reviews, insurance reviews, investment strategies and is a CERTIFIED FINANCIAL PLANNER™.
Jamie Bosse, CFP®, CCFC, RFC - CGN Advisors
Jamie works with individuals and families to help them understand, manage, and improve their financial situation. She is a Senior Advisor at CGN Advisors and loves guiding clients on their journey to financial success.