Feeling overwhelmed by the prospect of financial planning for yourself and your loved one? Join guests Brian and Sean Sykes of Sykes Financial Solutions to learn about new tools and strategies to make sure that you can continue to live your best lives in the future. They will bring their presentation, “Special Plans for a Special Life”, which covers:
3 Key Resources for Financial Security
4 Crucial Financial Areas of Focus in Special Needs Planning
Special Needs Trust Overview
The Living Balance Sheet: a new Tool in the Financial Planning Process.
About our presenter: Brian Sykes, CFP®, ChFC®, ChSNC®, CExP™; is a financial professional with more than 19 years of experience in the financial services industry. He specializes in providing financial planning and business consulting services, focusing on a holistic approach that addresses clients’ entire financial pictures, from their current circumstances to their long-term goals. His clients include individuals, families, executives, and owners of closely held businesses. Wherever they are in life or the financial planning process, he believes it is critical to educate clients on their opportunities and explain the reasoning behind his recommendations. By doing so, he strives to help clients feel confident in their future and more empowered to make decisions and take an active role in their financial strategies.
This meeting is free to attend and all are welcome. Registration is required.