Preserving Your Net Worth ​​​​​​​

About The Lunch And Learn

Thank you for joining us! 

September 14th Lunch And Learn : 
At some point your life is no longer just about you. It becomes about your legacy. As a person who has built up wealth or sold a business, you’re in the ninth inning and you’re up by four runs. You haven’t won the game yet. Having the right wealth manager will all but ensure your lifelong victory.

We will be continuing to offer these ‘Lunch and Learns’ every 2nd and 4th Tuesday of the month. Look for the following invitations in the weeks to come...

​​​​September 28th - 12:15PM S.S. / Medicare & Supplements
October 12th - 12:15PM Tax Planning
We encourage you to invite a friend. Simply forward them your invitation so they have the registration link to sign up! As always if you have any questions or concerns please do not hesitate to reach out! 

Your Accel Wealth Management Team

  • Marty Willenborg


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