The well-planned life series
Financial Freedom
For individuals looking to take control of their finances.
Explore financial philosophies and strategies that align with your goals. Define your vision of retirement and learn to make smart financial decisions today that reduce future retirement risks.
Educational • No Pressure • Free to Attend
If married, spouses are encouraged to attend. Adults only.
What You'll Learn
- An understanding of which financial philosophies work for you
- A framework for defining and funding your retirement goals
- An overview of retirement philosophies, like the 4% rule
- Awareness of the fears and risks retirees face and strategies to address them
- A self-assessment of where you stand on the path to retirement readiness
Available Dates & Times
Thursday
September 17th
6:30 pm
Saturday
September 19th
10:00 am
For educational purposes only – nothing will be sold at this seminar. This class is not affiliated with and is offered independently of the venue.
The well-planned life series
Financial Freedom
Brought to you by Katz Legacy Financial
Don’t miss out—RSVP to claim your spot for this free experience!
*This seminar is for informational purposes only and does not constitute tax or legal advice. Our team partners with numerous qualified professionals to assist in your individual situations. By submitting, you agree to be contacted via phone, email, and text by a licensed representative with the above firm regarding Wills & Trusts. Msg & data rates may apply.
Get to Know Your Host
Katz Legacy FinanciaL
Emily Katz Cardillo, CFP®
Emily Katz Cardillo, CFP® got an early start in financial services at the age of 18 while attending NC State University. She graduated with her 4-year bachelor’s degree in business marketing at the age of 19 and continued full time in financial services. Emily grew up watching her parents work in this industry and since she was 9 years old, she has been passionate about using financial services to help protect families and secure their legacies.
Adam Katz
Adam Katz began working in the financial arena in 1999 when he moved from his career in education to the life insurance market. Adam graduated from the University of North Carolina at Greensboro as a member of the inaugural class of North Carolina Teaching Fellows. During his time in the classroom, he saw the impact of financial situations on his students. As he moved into the financial industry, he carried with him the passion for educating his clients and securing their financial legacies.
Adam has been an independent business owner for the past 23 years helping families with life insurance, retirement planning, and estate planning. He is a co-author of 2 books–Safe Money: Your Road Map to Retirement and Save Smarter Not Harder: Your Guide to Tax-Free Retirement.
One of Five Sessions
This is Part of The Well-Planned Life Series
Financial Freedom is one stop on a six-month path — from building a foundation to leaving a legacy. See what’s covered each month and save your spot on the list for topics that aren’t open yet.
Sep – Financial Freedom
Oct — Smart Money Strategies
Nov — Building Wealth
Jan — Legacy Planning
Feb — Retirement Readiness
Directions
Chavis Community Center
505 Martin Luther King Jr Blvd, Raleigh, NC 27601