Wealth Management

Events Overview

Join us for an insightful session on “ᴘʟᴀɴɴɪɴɢ ꜰᴏʀ ʏᴏᴜʀ ɢᴏʟᴅᴇɴ ʏᴇᴀʀꜱ” with industry experts Michael Schwenk, Nancy Burner, and Bruce Crepea. Best of all, it’s FREE! Brought to you by RBC Wealth Management & Burner Law Group, P.C.

Engage in meaningful discussions covering essential topics:

  • Financial Planning
  • Estate Planning
  • Social Security Benefits

Whether you’re nearing retirement or simply planning ahead, this event is your golden opportunity to gain valuable insights from renowned experts. Don’t miss your chance to secure a brighter future!

Join us for an evening filled with knowledge, networking, and expert advice. Please email mraynor@castnorthfork.org or click the link in the Instagram bio to let us know you are coming.

Event Details