Join New South Wealth Management as they host top Ohio National Producing General Agent Rebecca Walser, JD, LLM, CFP®, for a special seminar on Wednesday, May 15, at 1 p.m. EDT in Charlotte, NC.
Rebecca and her team have launched the Wealth Unbroken Advisor Initiative (WUAI) program to deliver maximum results for clients.
At the seminar, Rebecca – a tax attorney, wealth strategist and Certified Financial Planner® – will explain how this program works and how it can provide tangible results almost immediately. She will map out a strategy that can help clients maximize wealth while minimizing their lifetime tax.
Rebecca has worked in the finance industry for more than a decade and started the wealth management advisory firm Walser Wealth Management in 2014. She is a multi-year member of Million Dollar Round Table’s (MDRT) Top of the Table; a multi-year President’s Inner Circle qualifier; an Executive Council qualifier; a recipient of the George B. Pearson Gold Sales Leadership Award; and a NAIFA member. Rebecca also was named a Top 100 US Advisor* by Investopedia in 2018 and is the No. 1 best-selling author of Wealth Unbroken: Growing Wealth Uninterrupted by Market Crashes, Taxes, and Even Death.
Register now as space is limited. Don’t miss this opportunity to see how Rebecca can help individuals and businesses by leveraging her expertise in finance and tax.
Company Name: New South Wealth Management
Media Contact: Andrea Gusdorf
Country: United States
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and New South Wealth Management are not affiliated.