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Meet JewelsSince 2003, Jewels has built a solid business that has earned him national recognition and respect from his peers. He helps his clients prepare financial plans for individuals and families, covering various aspects of personal finance such as retirement planning, risk management, insurance, estate planning and asset preservation. Licensed Insurance Professional
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Upcoming Events
Complimentary Workshop at Courtyard Marriott in Winston Salem, NC
Optimizing Your Tax Strategy & Surviving Market Volatility
Do you have a plan to ensure you won’t pay more than your fair share to the IRS? With NEW legislation that may increase tax rates, a growing national debt, market volatility and uncertainty around future Social Security benefits, there are a lot of unknowns and risks in retirement to consider. Is your existing strategy strong enough to survive?
Join us for an informative workshop to learn about the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.
Join us for an informative workshop to learn about the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.
EVENT DETAILS
Courtyard Marriott
1600 Westbrook Plaza, Winston Salem, NC 27103
– Tuesday, January 24 at 6:00 p.m.
OR
– Thursday, January 26 at 6:00 p.m.
Courtyard Marriott
1600 Westbrook Plaza, Winston Salem, NC 27103
– Tuesday, January 24 at 6:00 p.m.
OR
– Thursday, January 26 at 6:00 p.m.
