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Please call 704.675.5300(opens in new tab) or email info@WealthPointAdvisorsNC.com for our upcoming events schedule!
Why Attend a WealthPoint Workshop?
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At WealthPoint Advisors, we believe informed clients make better decisions. That's why our workshops are built around one goal: giving you the most current, relevant information you need to navigate an ever-changing financial landscape… from tax law updates to market conditions to retirement income strategies.
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Every workshop offers a preview of how we think and how we work. You'll learn the same principles that shape the custom financial plans we build for our clients, including an introduction to our OnPoint Review, the 5-step process we follow to translate your personal financial plan into an ongoing, actionable strategy.
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Whether you're years from retirement or already there, our workshops are designed to demystify complex topics and equip you with real answers.
We love sharing time and learning opportunities with our dynamic friends and clients. Won’t you join us?