This webinar addresses the deep concerns business owners have about how much money to save and where to save it so they can retire one day with confidence. Mindi shares a strategy for annual savings that goes past the conventional wisdom of accumulating wealth. She will educate us on the rules of money in our working years and our leisure years.
Mindi will guide us on the “how-to” of creating a strategy that will enable us to have the lifestyle and flexibility we desire when we are no longer working.
Learning Objectives:
Lee, Nolan & Koroghlian, LLC
Financial Services Representative
[email protected]
(347) 200-7794
Mindi Wernick is a financial advisor who works with business owners on their A-game who are stellar at making money but not necessarily adept at growing their wealth. Mindi helps her clients get clarity on their current financial situation, what they envision for their future, and provides them a roadmap to get there. She has been serving her clients with expertise and heart for over 14 years. She lives with her wife and three boys in Brooklyn.
Mindi Wernick is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Supervisory office – 250 Pehle Avenue Ste 405, Saddle Brook NJ 07663-973-237-0100.