Broker Check
13 Nov
“Financial Wellness Through Bookkeeping, Estate Planning & Retirement Strategies”

Description

🎤 Featured Speakers

  • Jackie Troughton-  AMA Certified Bookkeeping Solutions
    Topic: “Smart Bookkeeping Strategies for Small Business Owners & Families”
    Focus: Budgeting, tax prep, recordkeeping, and financial clarity.

  • Jorge Sevilla-  Sevilla Law
    Topic: “Estate Planning Essentials: Protecting Your Legacy”
    Focus: Wills, trusts, power of attorney, and legal safeguards.

  • Jorge Vazquez – Vazquez Wealth Management
    Topic: “Retirement Planning with Purpose”
    Focus: Tax-savvy retirement strategies, long-term financial goals, and wealth preservation.

🎯 Seminar Focus

  • Empower attendees with tools to organize finances, protect assets, and plan for retirement.
  • Provide expert insights into bookkeeping, legal estate planning, and retirement readiness.
  • Offer Q&A sessions to address personal and business financial concerns.

Date and Time

Thu, Nov 13, 2025

6:00p - 7:00p EST

Location

Vazquez Wealth Management

725 E Silver Springs Blvd, Suite 1A
Ocala , FL 34470

Note

Free to Attend, Seats are limited so please register to save your spot.

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