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

THE NEW RETIREMENTALITY

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

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

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MEETING DETAILS

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