Monday September 4, 2023 with special guest Jen Hallos, Esq.

Lunch and learn webinars are an excellent way to gain a further understanding of investment strategies and portfolio management. By attending one of these series, individuals can benefit from the expertise of experienced professionals in the field and learn about different asset classes, risk management techniques, and other important topics related to investing.

These webinars also provide helpful information regarding tax implications and estate planning as well as other issues that may affect your investments. Additionally, the webinar series can help investors develop smarter strategies when it comes to making investment decisions and better manage their portfolios. All in all, attending an investment advice lunch and learn webinar series is a great way for individuals to gain insight into the world of investing and become more informed about the markets.

Advisory services offered through WestPoint Wealth Management, LLC, a Registered Investment Advisor.

You will walk away with:

• Your own step by step process to create the financial life you want

• Insight to make your dreams a reality

• Knowledge: if the wealthy can do it, you can too. Simple strategies that they use

Advisory services offered through WestPoint Wealth Management, LLC, a Registered Investment Advisor.

You will walk away knowing:

• 2 powerful strategies for creating tax free wealth

• "Your Own" specific plan to create your tax-free bucket

Advisory services offered through WestPoint Wealth Management, LLC, a Registered Investment Advisor.

In this workshop you will walk away with:

• The Top 3 Methods You can use to create financial security 

• The X Factor that will give you the edge and catapult you to your goals

• Step by Step of Exactly what strategies you can implement to ensure you get where you want to go

Advisory services offered through WestPoint Wealth Management, LLC, a Registered Investment Advisor.

Attending Connie Costanzo's free event is an excellent opportunity to not only gain a deeper understanding of investment strategies and portfolio management, but also learn more about the risks associated with investing and how to mitigate them.

Connie will provide insights on topics such as asset allocation, diversification, and tax implications. She'll also share her own personal experiences with building wealth and answer any questions that attendees might have. Additionally, the event will provide an opportunity to network with other professional women in the area and build relationships that could prove invaluable in the future.