Leadership through Financial Stewardship

This session will apply to a wide audience, from young participants thinking about long-term planning and budgeting, to pre-retirees with questions on retirement assets, Medicare, Medicaid and extended care strategies.  During this session, you will learn how to:

  • Increase income and avoid taxes
  • Understand investments and manage investment risk
  • Identify cash flow and balance sheet inefficiencies
  • Optimize retirement savings and insurance planning

Financial preparation and freedom reach beyond the immediate needs of the individual, creating a beneficial, multiplying effect that can enhance a person’s leadership potential and ripple through the community.

Sponsor: TBD

Speaker: Francis Mesina