Taking Back Control of Your Financial Future

Learn 3 concrete steps you can take TODAY to take back control of your financial future

During this webinar, you will learn:

  • How to determine the true, ongoing risk within your portfolio and whether that level of risk is appropriate for you

  • Tax mitigation strategies that may help reduce the tax bill you and your loved ones owe to Uncle Sam

  • The keys to building a solid foundation within your financial plan to create the retirement you want

  • Wallace Bennett

    Wallace Bennett is a registered investment advisor, a 20-year industry veteran, and the founder of Bennett Wealth Advisors based in Mansfield, Texas. From the beginning, his guiding principle has been singular in focus: Clients’ financial needs and concerns come first. As an advisor held to the fiduciary standard, Wallace works in the best interest of his clients and has helped hundreds of individuals maximize their wealth by utilizing sound strategies to help protect their assets from market volatility and create reliable retirement income.

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