Victory Workspace Financial Planning Lunch & Learn with Evor Vattuone
Name:
Victory Workspace Financial Planning Lunch & Learn with Evor Vattuone
Date:
April 10, 2018
Time:
12:00 PM - 1:00 PM PDT
Event Description:
Victory Workspace Financial Planning Lunch & Learn
Overview of investment landscape for 2018
What is financial planning? Overview of what factors go into financial planning
Retirement vs. Financial Independence
Main factors that go into retirement
Most important factors that determine success vs. failure
Structuring income sources for retirement
Tax considerations
Social Security and Medicare considerations
Long Term Care landscape
Creating your vision
Q&A
Information on Presenter- Evor Vattuone
PRESIDENT, CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
When he was in college, Evor Vattuone briefly considered becoming a doctor before settling on double degrees in aviation/aeronautical engineering and business finance. He had a “helping people get better” perspective on life, and medicine seemed an ideal route to fulfilling that desire. Today, as a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience, it’s a goal he fulfills every day, helping clients gain peace of mind that their finances are on track with their dreams.
After graduating from college, Evor worked for a range of firms, from American Express Financial Advisors to a small, high-net-worth advisory firm. The experience deepened his commitment to ethical service and his belief that everyone deserves great financial advice. Today, as president of Aspire Planning Associates, he applies his commitment to all areas of the firm, from marketing and sales to investment portfolios. In his hands-on work with clients, Evor focuses on helping them achieve their goals through a comprehensive plan that includes financial planning, investment management, tax planning, investment real estate, and whatever else they aspire for.
RSVP: Danville@VictoryWorkspace.com
Overview of investment landscape for 2018
What is financial planning? Overview of what factors go into financial planning
Retirement vs. Financial Independence
Main factors that go into retirement
Most important factors that determine success vs. failure
Structuring income sources for retirement
Tax considerations
Social Security and Medicare considerations
Long Term Care landscape
Creating your vision
Q&A
Information on Presenter- Evor Vattuone
PRESIDENT, CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
When he was in college, Evor Vattuone briefly considered becoming a doctor before settling on double degrees in aviation/aeronautical engineering and business finance. He had a “helping people get better” perspective on life, and medicine seemed an ideal route to fulfilling that desire. Today, as a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience, it’s a goal he fulfills every day, helping clients gain peace of mind that their finances are on track with their dreams.
After graduating from college, Evor worked for a range of firms, from American Express Financial Advisors to a small, high-net-worth advisory firm. The experience deepened his commitment to ethical service and his belief that everyone deserves great financial advice. Today, as president of Aspire Planning Associates, he applies his commitment to all areas of the firm, from marketing and sales to investment portfolios. In his hands-on work with clients, Evor focuses on helping them achieve their goals through a comprehensive plan that includes financial planning, investment management, tax planning, investment real estate, and whatever else they aspire for.
RSVP: Danville@VictoryWorkspace.com
