A New Model for Financial Success: The Wealth & Well-Being Connection
Please Join Us for an Insightful & Empowering Presentation
Traditional financial planning often focuses solely on the numbers, but true success is about more than just wealth accumulation. Join us for an insightful and empowering session where we explore how to blend proven wealth strategies with well-being principles to build a financial plan that not only grows your wealth but also enhances your peace, purpose, and fulfillment.
Investment Architecture
How To:
Insulate your portfolio from market volatility
Invest strategically in emerging technology opportunities
Be confident you investment architecture is efficient and in-line with your goals
Retirement Planning Considerations:
Social Security and pension strategies
Tax strategies: accumulation and distribution phases
Navigate inflation
Health and Wellness:
Understanding happiness and contentment
Optimize brain health
Shift Perspective from Lifespan to WELLspan
Presented By
Patrick Johnson, CFP, CFC, CLU
Randy James, MD, ABFM, IFMCP
Patrick Johnson, founder of WellthPartner, Inc.
Dr. Randy James of True Life Medicine
