Have you ever wondered what it takes to start building a successful financial foundation? Please join SMA member, Green Wealth Management Group, for an interactive discussion on personal finance. During the discussion, GWMG’s Drew Heatley will detail the necessary considerations to begin your path to “Financial Freedom”. Topics include goal setting, budgeting, retirement plans, debt management, investing, etc. We hope you can join us at Hawk Ridge Winery on February 15th at 5pm.There is no cost to attend and GWMG will be providing food and drink! Please let us know you will be attending by registering for this event!
Meet the speaker:
Drew is a founding partner at Green Wealth Management Group, LLC, and has more than a decade of wealth management experience. In 2019, Drew was named as a Forbes/Shook “Best in State Next Gen Advisor” for Connecticut. As a veteran of the United States Air Force, Drew applies discipline, leadership, and enthusiasm for service to enhance GWMG’s client experience. He leads the development of the team’s investment management strategies, as well as the ongoing due diligence and research collection process. Drew spearheads the qualified retirement plan advisory practice, focused on optimizing employer-sponsored retirement plan choices for business owners. In pursuit of these specialties, Drew earned the CERTIFIED FINANCIAL PLANNER™ certification in combination with the Chartered Retirement Plans Specialist℠ and Certified Plan Fiduciary Advisor designations.