You know us. You trust us. Please join us.
Complimentary Buffet Lunch and Financial Seminar
Hosted by Tower Wealth Management®, the financial planning & investment management group located at Tower Federal Credit Union.
Wednesday, February 22
1:00 p.m. to 3:00 p.m.
The Waterfront Inn
Everglades Meeting Room
1105 Lake Shore Drive
The Villages, Florida 32162
- Estate & Trust Planning Basics & Objectives
- The Perils of Probate
- Appointing a Trustee
- Estate & Gift Tax
- Living Trusts
- Living Wills/Healthcare Directives
- The Cost of Procrastination
Speak to a Wealth Advisor one on one! There will be an opportunity to speak with a Tower Wealth Management Wealth Advisor for a complimentary, no-obligation one-on-one session after the seminar. Sessions are first come, and must be scheduled in advance. One-on-one sessions will be held on Feb. 22 only at 3:00, 4:15, 5:30, 6:45, and 8:00.
Joshua Fretz, CFP®
Financial industry experience: 13+ years
Tower employee since 2016
Education: Bachelor’s Degree – Georgia Institute of Technology
Securities Registrations: Series 7, 66 Currently held through LPL Financial
Insurance Licenses: Life & Health Insurance
Professional Designations: Certified Financial Planner™
Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA and SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Tower Federal Credit Union and Tower Wealth Management are not registered broker dealers nor affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AK, AZ, CA, CO, DC, DE, FL, GA, HI, IN, IL, KY, LA, MA, MD, ME, MI, MO, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, TN, TX, VA, WA, WV
|Not NCUA insured.||No credit union guarantee.||May lose value.|