Local financial advisor Richard Smith is proud to offer a series of educational workshops to help individuals navigate the financial landscape.
GLEN FALLS, NY / ACCESSWIRE / July 20, 2021 / Financial advisor and wealth preservation strategist Richard Smith is currently working to empower members of his local community to set and achieve their financial goals. As the founder of Smith Wealth Management, Richard helps clients identify and obtain short and long-term financial objectives by implementing various wealth-building strategies.
As an experienced professional, Richard is now hosting a series of seminars led by industry-leading experts to inform the local community. Focusing on a wide range of subject matter the seminars are held strictly for educational purposes and explore some of the following topics:
- Retirement planning (taxes, income)
- Social security/ Medicare planning
- Wealth preservation and investment strategies (portfolio management)
- Risk tolerance and asset allocation
- College planning
- Long-term care/insurance
- Estate planning
- Divorce settlements
- 401(k) options
'Properly managing your finances is a complex and often challenging endeavor,' states expert Richard Smith. 'Individuals are often ill-prepared for significant life events especially, in instances such as retirement, long-term care, and estate planning. I wish to provide members of my local community with the tools and resources needed to make educated and informed decisions.'
Richard Smith encourages anyone currently seeking to learn more about financial-decision making to reach out and attend one of the seminars.
'Individuals who are unsure of where to start often need the assistance of an experienced advisor. A skilled professional can provide individuals with a detailed road map and a comprehensive plan of action.'
For more information please contact Smith Wealth Management.
About Richard Smith
Richard Smith is a prominent financial advisor currently residing in Glen Falls, New York. As the founder of Smith Wealth Management, he specializes in retirement income planning and wealth preservation strategies.
Contact Information:
Richard Smith
Email: richsmith1120@hotmail.com
SOURCE: Richard Smith
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https://www.accesswire.com/656326/Richard-Smith-Holds-Educational-Workshops-to-Help-Advance-Financial-Education-in-the-Community
