Home Events An Intimate Roundtable On Your Wealth and Retirement

An Intimate Roundtable On Your Wealth and Retirement

Thursday, June 1st at the Acqualina Resort at 10 am and 2 pm with Steve Pomeranz, CFP®


You only have one retirement, plan for it wisely by asking the right questions:

Are you financially prepared to retire?
  • Learn how to know if you’re going to be financially secure for the rest of your life.
  • Learn how to know if the decisions you’ve made so far are adding up the way they should.
  • Discover the new tools designed to help you reach your One Best Financial Life®.
 Know if your resources match your dreams
  • Do you have the resources to support you and your loved ones for the rest of your lives?
  • Learn how to know if you’re fearfully holding on to your money too tightly.
  • Learn the 5 vital steps that will change the way you think about money forever.

Join Steve for his intimate Roundtable as he discusses the steps to take to understand what your money truly means to you, so you can live your one best financial life.

This latest event will be taking place on Thursday, June 1st at the beautiful Acqualina Resort, rated as Tripadvisor’s #1 beachfront hotel in the continental United States. There will be two seminar times available: one at 10am and one at 2pm. This is to ensure an intimate, conversational settings as well as to be sure we can accommodate all guests.

Check in times will be at 9:30am and 1:30pm respectively. Please arrive early to allow time to get situated. Complimentary valet parking will be provided.

After signing up, an email confirmation will be sent to the email address provided.

For further information about the venue you may visit their website at www.acqualinaresort.com

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Please note: We will never provide or sell your information to 3rd parties. The information provided is for internal use only.

I've been an investment strategist and adviser for over 35 years, leading with a mission of unbiased advice to educate and protect listeners on my weekly radio show on NPR affiliates nationwide. I have been named a “Top 100 Wealth Advisor” by Worth Magazine and “Top Advisor” by Reuters.