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HR Summer Series: Wealth Building Strategies (702 Plans)

July 25, 2024 10:00 AM - 11:00 AM (EDT)

Description

Wealth Building Strategies: For Employers to offer to their Employees

Step into the realm of financial empowerment with the revolutionary 702s Plan – your gateway to a prosperous and worry-free retirement with Catherine-Sedlacek Lewis

The 702s Plan offers a tax-free and secure retirement strategy with access to accumulated funds, living benefits, and estate benefits for loved ones. Participants will learn how to protect their retirement savings from market losses, ensuring peace of mind and stability. Tax-free distributions provide financial flexibility and security. Join us to unlock the secrets of the 702s Plan and transform your retirement dreams into reality.\

In this immersive HR Series, you'll uncover invaluable takeaways that will reshape your approach to retirement planning such as:

  • Lifetime Tax Free Income Distributions
  • Uninterrupted Compound Interest
  • Participation in Market Upside
  • Protection from Stock Market Declines
  • Living Benefits
  • Protection and Legacy for Loved Ones

Date: Thursday, June 4th, 2024
Time: 10:00AM-11:00AM
Location: The Refinery
1213 W Morehead St
Charlotte NC 28208


Speaker

 Catherine Sedlacek-Lewis
W.H. Steiner | Strategic Partner

Cathy is a seasoned insurance agent with a focus on Insurance Based Retirement Planning. With over 9 years of experience in the industry. At Income for Life Solutions, LLC, Cathy specializes in helping clients navigate the complex world of Insurance Based Retirement Planning. She is also a Strategic Partner with W.H. Steiner, Founder of the 702s Plan. Cathy works closely with each client to ensure their unique needs and goals are met.

With a deep understanding of the challenges facing retirees today, Cathy is committed to staying up to date on the latest trends and best practices in Insurance Based Retirement Planning. She regularly attends industry conferences, participates in continuing education programs, and collaborates with other professionals to provide clients with the most effective strategies and solutions.

Beyond her professional expertise, Cathy is known for her compassion and dedication to client satisfaction. She takes the time to listen to each client's concerns and goals, and she works tirelessly to provide the guidance and support they need to achieve their financial objectives.

If you're looking for a trusted partner to help you plan for a secure and fulfilling insurance-based retirement, look no further than Cathy at Income For Life Solutions, LLC. Contact her today to schedule a consultation and take the first step towards a brighter financial future.

Time

Time: 10:00AM-11:00AM

Location

Venture X Charlotte - The Refinery

1213 W. Morehead Street, Suite 500, Charlotte NC 28208 (Take the elevator up to the 5th floor, and the receptionist will greet you and will guide you to where the event will be held)
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Contact Information

Charlotte Area Chamber of Commerce
Name: Jessica Helms
Phone: 704-980-8272 x701
Email: jessica@charlotteareachamber.com
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