– "The Finance Mastermind" –

A Wealth Strategy Lunch Event in Tampa!

Date: September 26, 2024
Time: 11:00 AM - 1:00 PM
Location: TBD

​

Join us for The Finance Mastermind, a premier wealth management event in the heart of Tampa, where we’ll share the insider knowledge you need to unlock your financial potential.

​

This exclusive event is more than just a networking opportunity—it's a chance to gain real, actionable tips that can help you enhance your financial strategy, grow your wealth, and set yourself up for long-term success. Whether you're an experienced investor or just starting out, this event will provide insights tailored to your unique situation.

​

What to Expect:

​

• Engaging Financial Strategy Sessions: Our expert speakers will walk you through practical tips to improve your financial portfolio, maximize your savings, and reduce debt, giving you the tools to build a sustainable future.

• 1:1 Free Advice from Our Lead Advisors: Receive personal financial advice from our top financial strategists during dedicated 1:1 consultation sessions. This is your chance to ask questions and get expert insights on your specific financial challenges.

• Exclusive Personalized Financial Audit Giveaway: One attendee will be selected to receive a comprehensive financial audit, valued at over $1,000. This in-depth review will help you identify areas of improvement in your finances, investments, and overall wealth management strategy.

• Interactive Networking Opportunities: Surround yourself with like-minded professionals and entrepreneurs eager to share their own financial journeys. Build valuable connections that could lead to partnerships, investment opportunities, and long-lasting relationships.

• Live Q&A and Open Discussion: In addition to our formal presentations, we’ll open the floor to a live Q&A session, giving you the opportunity to ask any burning financial questions. This open forum will provide real-world insights and advice that can help you refine your financial plan.

• Exclusive "Future Wealth Planner" Workbook: Every attendee will receive a specially designed Future Wealth Planner, a guided workbook to help you create actionable steps for your financial goals. This planner is filled with worksheets, tips, and goal-setting exercises to support your financial journey beyond the event.

• Gourmet Lunch and Refreshments: Enjoy a carefully curated selection of gourmet sandwiches, light refreshments, and beverages while you network and engage with our team of experts and other attendees.

​

Whether your goal is to retire early, invest smarter, or simply take control of your financial health, The Finance Mastermind is designed to give you the tools, knowledge, and connections to make it happen.

​

Reserve Your Spot Today! Spaces are limited, and this is an opportunity you don’t want to miss. Join us on September 26, from 11:00 AM to 1:00 PM, and start making your financial goals a reality.