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DTSTART:20180410T190000Z
DTEND:20180410T200000Z
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SUMMARY:Victory Workspace Financial Planning Lunch & Learn with Evor Vattuone
DESCRIPTION:Victory Workspace Financial Planning Lunch & Learn\n\n\n\nOverview of investment landscape for 2018\n\n\n\nWhat is financial planning? Overview of what factors go into financial planning\n\nRetirement vs. Financial Independence\n\nMain factors that go into retirement\n\nMost important factors that determine success vs. failure\n\nStructuring income sources for retirement\n\nTax considerations\n\nSocial Security and Medicare considerations\n\nLong Term Care landscape\n\nCreating your vision\n\nQ&A\n\nInformation on Presenter- Evor Vattuone\n\n\n\nPRESIDENT\, CERTIFIED FINANCIAL PLANNER PROFESSIONAL\n\n\n\nWhen 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.\n\n\n\nAfter 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.\n\n\n\nRSVP: Danville@VictoryWorkspace.com
X-ALT-DESC;FMTTYPE=text/html:Victory Workspace Financial Planning Lunch &\; Learn
\n
\nOverview of investment landscape for 2018
\n
\nWhat is financial planning? Overview of what factors go into financial planning
\nRetirement vs. Financial Independence
\nMain factors that go into retirement
\nMost important factors that determine success vs. failure
\nStructuring income sources for retirement
\nTax considerations
\nSocial Security and Medicare considerations
\nLong Term Care landscape
\nCreating your vision
\nQ&\;A
\nInformation on Presenter- Evor Vattuone
\n
\nPRESIDENT\, CERTIFIED FINANCIAL PLANNER&trade\; PROFESSIONAL
\n
\nWhen 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 &ldquo\;helping people get better&rdquo\; perspective on life\, and medicine seemed an ideal route to fulfilling that desire. Today\, as a CERTIFIED FINANCIAL PLANNER&trade\; professional with over 20 years of experience\, it&rsquo\;s a goal he fulfills every day\, helping clients gain peace of mind that their finances are on track with their dreams.
\n
\nAfter 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.
\n
\nRSVP: Danville@VictoryWorkspace.com
LOCATION:Victory Workspace 100 School Street Danville 94526
UID:e.1162.5576
SEQUENCE:3
DTSTAMP:20240329T091235Z
URL:https://members.sanramon.org/events/details/victory-workspace-financial-planning-lunch-learn-with-evor-vattuone-5576
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