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CEO Council Insight Session - THE NEW RETIREMENTALITY - April 27, 2023
Eddie V's Prime Seafood
4400 W Boy Scout Blvd
Tampa, FL 33607
United States

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Thursday, April 27, 2023, 5:30 PM - 7:00 PM EDT
Category: Insight Session

 CEO Council Insight Session

Thursday, April 27, 5:30 - 7:00 PM

Eddie V's Prime Seafood

Host: Taylor Ranker, II, CEO and Sonya Ranker, CFP, CEPA, CDFA

RSVP Here By April 20


Insight Session Description

How to use cutting edge tools to make wise decisions with your capital and allocate your investments wisely to mitigate taxes and reduce risk.

*Hosted by Taylor Ranker, II, CEO and Sonya Ranker, CFP, CEPA, CDFA

- Understand your own investor personality
- The basics of asset allocation
- How your business valuation affects retirement
- Cutting Edge Technology to help allocate capital



Date: Thursday, April 27, 2023

 Time: 5:30 PM - 7:00 PM

Location:  Eddie V's Prime Seafood | 4400 W Boy Scout Blvd | Tampa, FL  33607


Contact: Deena Cimino Agliano - [email protected] - 813.230.9533