Join us for an engaging and informative luncheon designed for women who want to take a more confident and organized approach to managing their wealth.
During this luncheon, our team will share strategies for simplifying your financial life — from consolidating accounts to creating a clear, comprehensive plan tailored to your long term goals. We will also discuss key estate planning considerations, helping you ensure that your assets are structured properly and your wishes are clearly documented.
Whether you are planning ahead, adjusting after a life change, or simply looking to feel more in control of your finances, this luncheon offers an opportunity to gain insight, ask questions, and connect with other women.
We look forward to an afternoon of meaningful conversation and informed planning designed to help you move forward with confidence.
RSVP to carter@warcap.com.
Warren Capital Group’s foundational planning software allows you to access your online financial information in one place so you can easily monitor your portfolio, including investment, retirement, and credit card accounts.
There are multiple aspects to managing wealth and they require a consistent, disciplined approach. Our wealth management practice has discipline at its core and is designed to help our clients grow and protect their net worth.
Give your employees a benefit plan that will allow them to begin saving for retirement. We sit down with each company and assess the benefits of each type of plan for both the company and their employees. Employees will also have access to our foundational planning software.
For any inquiries, questions or commendations, please call: 854-246-8881 or fill out the following form
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