FEATURED SPEAKER:

Wayne Lee
Certified Financial Advisor
Merrill Lynch

Wayne is a Certified Financial Planner™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. To attain the right to use the CFP® marks, an individual must satisfactorily complete an advanced college-level course of study addressing the financial planning subject areas that include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning.

He is exceptionally service-oriented, striving to stay in close contact with each client. He believes that his proactive approach helps him anticipate client financial needs and be better prepared to balance risk and reward based on each client’s individual needs.

Cost: Free while all meetings are held via Zoom.

Want to join the group? Here are our open seats.

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