Description

You're Invited!

Join us for a Lunch & Learn hosted by Flatwater Wealth, featuring special guest speakers Brett Klein, Kyle Upp, and Trinity Hawthorne.

Planning with Purpose — At Every Stage

Gain insights into building a financial roadmap that evolves with you:

• Identify where you are and where you want to go
• Create a plan and process to help you get there
• Revise your goals and adjust your plan as life changes

Enjoy a complimentary lunch, generously provided by Flatwater Wealth.
We look forward to seeing you there!