Licensed to Thrive: Risk Mitigation and Wealth Growth

Please join us for an exclusive event of fine cuisine and financial enlightenment. 

Our program combines intrigue, sophistication, and financial prowess. We will explore how affluent families can navigate the treacherous waters of wealth management while minimizing risks and maximizing growth. You will be both shaken and stirred by the insights we share.

“License to Thrive: Risk Mitigation and Wealth Growth”:

The Challenges and Risks that can destroy wealth have the persistence, perseverance, and tenacity of a BOND villain.

Risk Assessment: Unmasking Hidden Threats. Affluent families focus on investment strategies but overlook that lurking Bond villain.

The Five Critical Questions that must be answered in EVERY wealth plan.

Twenty-Two Specific RISKS lurking to take it all!

Risk Mitigation Strategies not included in your financial Plan make your wealth vulnerable.

Cybersecurity: High-net-worth families need more than credit monitoring.

Cyber Villains can plunder your digital vaults faster than you can say "password007."

Remember, secrecy is paramount. Share this invitation only with those who can keep a secret. But feel free to bring a guest! Our Bond Villain soirée awaits!

Event Details:

Monday, September 16th

Time: 6:30pm

Venue: The East Bay Grille, Plymouth Waterfront

The Aston Martin or Bentley gets Free Valet Parking

Register and RSVP by September 10 to secure your seat at this enlightening event. Limited spots available.

To reserve your place, please call 781-353-5043.

We look forward to hosting you and embarking on this

wealth management journey together.

Remember, our mission is to help you outwit these nefarious characters and secure your financial future. So, grab your tuxedo or evening gown (optional), sip your martini (shaken, not stirred again, optional), and let us unravel the mysteries of wealth management together!

Photos from the Event: