Paralleling Alan’s approach to wealth management, he and his guest speakers offer financial advisory educational events for those who are interested to protect and grow their wealth in a secured manner. Each of Alan’s events will focus on one of the most asked-about topics in today’s wealth management environment. If necessary, individual sessions are then designed to give people personal access to Alan. Check the list of upcoming events for the next scheduled event in your area.
Previous events featuring Alan have focused on some of the following topics:
- Children’s development at different stages and their education on financial planning
- Business continuity in partnership and key persons retention
- Retirement planning – building a forever income
- Create, maintain and pass on your wealth across generations
- Family trust – protection of your family wealth
Each of these events also allowed potential clients a chance to experience Alan’s personal approach to wealth management. Each of the topics was presented with a solid groundwork of financial knowledge, custom-tailored for an individual in the form of a case study. Come experience Alan’s personal touch to finance at his next event.
Click here to see a list of Pak Financial Advice Events.
