We are so excited that you are trying everything that Kennedy Fitness has to offer. We know that financial wellness may also benefit an individual’s overall spiritual and physical wellness that’s why we have teamed up with Evolution Financial Group to offer their complimentary financial workshop series to our members.
This workshop series will include monthly classes on Financial wellness topics such as:
- COLLEGE FUNDING
- RETIREMENT PLANNING STRATEGIES
- LONG TERM CARE INSURANCE*
- ESTATE PLANNING STRATEGIES
- INVESTMENT BASICS
*Long-Term Care insurance is offered through representatives who are independently contracted with insurers providing such coverage and is neither underwritten nor issued by National Life Insurance Company.
REGISTER NOW FOR OUR FIRST WORKSHOP ON WEDNESDAY, OCTOBER 13, 2021 @ 7:00PM
4 KEYS TO CUTTING COLLEGE COSTS
Presented by Brian Weyman from Evolution Financial Group
This presentation focuses on projected future college costs, tax-advantaged ways to save for college, the role of financial aid, how need is determined and additional ways families can fill the college funding gap.
THE MAIN PROBLEM: Families often overpay for college, take on too much debt, and hurt their savings and retirement plans because they tumbled unprepared into the late-stage college funding pressure cooker.
THE SOLUTION: Develop your College Funding Strategy now by getting an Expected Family Contribution (EFC) analysis to find the right school with the lowest tuition, while protecting your retirement plans.
Date: Wednesday, October 13, 2021
Start Time: 7:00 pm
Location: Kennedy Fitness—Medford
Medford, NJ 08055
* After registering, you will receive a confirmation email containing information about joining the workshop.
1108 Barclay Blvd Suite C,D
Marlton, NJ 08053
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Brian Weyman is a Registered Representative and Investment Adviser Representative of Equity Services, Inc., Securities and Investment Advisory Services are offered solely by Equity Services, Inc., Member FINRA/SIPC,
Rosetree Building 2, 1400 N. Providence Road, Suite 3007, Media, PA 19063 (610) 891-9700 Evolution Financial Group and all other entities are independent of Equity Services, Inc. Brian Weyman is securities licensed in the following States: PA, NJ, DE, NY, and is insurance licensed in PA, NJ, DE, NY. Any attendee joining from a state not mentioned must disconnect from the broadcast.
Evolution Financial Group
1108 Barclay Blvd Suite C-D
Marlton, NJ 08053
[email protected]evolutionfinancialgroup.net< br >
Nicole Cesare is insurance licensed in NJ. Any attendee joining from a state not mentioned must disconnect from the broadcast.