We believe financial education is the key to financial health. Check out our investment and financial planning educational resources below.

Join Us For This In Person Seminar

 

Please Note: Lunch will be provided for all attendees.

Because this is a hands-on seminar, please bring a calculator as well as information about your income, expenses, assets, and financial goals. 

There can be no guarantees or assurances that the strategies and techniques discussed are suitable for all investors or that they all will yield positive outcomes. Investing involves risks that can include possible loss of principle.

Rene Fonseca Headshot

This Seminar is Hosted by Financial Advisor Rene Fonseca

iTHINK Wealth Management

Firm Address: 790 Park of Commerce Blvd., Boca Raton, Fl 33487

Phone: 561.982.7706

In-Person Seminar - Fortifying Your Financial Future

 

At this in-person seminar, you will learn the following:

 

Retirement strategies for those 45 and older.

  • *Strategies for building retirement savings
  • *Balancing different financial goals
  • *Preparing your estate plan


Date / Time:

08/13/2024 - 12:00 pm to 1:30 pm

11/12/2024 - 12:00 pm to 1:30 pm


Location: iTHINK Financial, 1000 NW 17th Ave, Delray Beach, FL 33445 

 

Register Here

WEBINARS

jun 27

WEALTH MANAGEMENT WEBINAR - PREPARING FOR RETIREMENT

JUNE 27TH, 2024 @ 11:00AM - 12:00PM

jul 18
aug 13

IN-PERSON SEMINAR - FORTIFYING YOUR FINANCIAL FUTURE

AUGUST 13TH, 2024 @ 12:00PM - 1:30PM

aug 15
oct 17

WEALTH MANAGEMENT WEBINAR - A WILL IS NOT THE ONLY WAY

OCTOBER 17TH, 2024 @ 11:00AM - 12:00PM

nov 12

IN-PERSON SEMINAR - FORTIFYING YOUR FINANCIAL FUTURE

NOVEMBER 12TH, 2024 @ 12:00PM - 1:30PM

nov 14

WEALTH MANAGEMENT WEBINAR - SOCIAL SECURITY AND YOUR RETIREMENT

NOVEMBER 14TH, 2024 @ 11:00AM - 12:00PM

Sign up for iTHINK Wealth Management's newsletter:

Contact iTHINK Wealth Management's Program Coordinator

Nancy Smith
nancy.e.smith@lpl.com
Phone: 561.982.4719

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker- dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. iTHINK Financial Credit Union and iTHINK Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using iTHINK Wealth Management and may also be employees of iTHINK Financial Credit Union. These products and services are being offered through LPL, or its affiliates, which are separate from and not affiliates of iTHINK Financial Credit Union or iTHINK Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or any Other Government Agency Not Credit Union GuaranteedNot Credit Union Deposits or ObligationsMay Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

Your Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for Financial Institution to make these referrals, resulting in a conflict of interest. The Financial institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html

 

SHARE