Financial Planning Seminar: Hear the Story of Walt

Tuesday, Mar 24, 2020 at 3:30 PM to 5:00 PM EST

Echo Lake, 900, Atwater Drive, Malvern, PA, 19355, United States

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Tuesday, Mar 24, 2020 at 3:30 PM to 5:00 PM EST

Echo Lake, 900, Malvern, PA, 19355, United States.

Join us for a special seminar with Robert Smee, and hear the story of Walt. Robert met Walt while kite surfing in Aruba. Walt is 86 and a perfect example how people are living longer and more active lives. Smee weaves Walt’s story through a discussion of financial planning concepts for clients in the income distribution phase of life. RSVP here.

Kelly Andress

http://www.livingatecholake.com/

Echo Lake is an independent living community in Atwater. We offer convenience, comfort and personalized services to support your active lifestyle.

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