Does the idea of financial planning (college, estate, retirement, 401k plans) seem daunting to you? Know the difference between a traditional IRA and a Roth IRA? How do you manage your budget so that you have "excess funds"?
Whether you're an individual seeking information on financial planning, or an entrepreneur/small business owner managing your personal finances and those of your company's, Soulier Financial Group will be able to help you reach your financial goals with their experience and unique approaches to what you need.
Takeaways From the Lunch + Learn
This Lunch + Learn will cover the following financial planning topics as pertinent to individuals and entrepreneurs, both of the small business owner and startup worlds:
5. Estate Planning
You'll hear from Jay Lancaster (Registered Representative) & Ryan Soulier (CFP®: Financial Advisor), of Soulier Financial Group.
Lunch is provided by Stoke from a local Denton restaurant. Sign up for a ticket & save your spot.
Jay works with clients to identify their financial security needs, then focuses on specific solutions to help them reach their financial goals. His number one priority is to help his clients achieve financial peace of mind. Jay helps find solutions for personal, family, or business needs by developing enduring relationships and providing expert guidance for a lifetime of financial security.
Preparing for that next step in life isn’t always easy. Ryan’s combination of experience, professionalism, and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or you’re simply looking for life, disability income, or long term care insurance protection, Ryan promises you a new level of attention, insight and capability.