INTERESTED IN LEARNING ABOUT FINANCIAL PLANNING BUT UNSURE OF WHERE TO TURN?

WE HAVE THE ANSWER!

PLEASE JOIN US AT OUR NEXT EVENT:

LAUNCH GAITHERSBURG

MAY 30, 2019 @ 5:30-7:00 PM

Over the course of our lives, there are many uncomfortable questions and conversations to be had. Those dealing with money are perhaps the most persistent and difficult. Sherman Wealth Management is offering another free opportunity for an open discussion over local craft beer and snacks. We offer this event to allow an opportunity for everyone to bring financial questions to the table in a relaxed environment.

Topics we will cover:

Financial Planning

planning

Easy tips and tricks to ensure your retirement and financial goals are on the right path.

Interest Rates

rates

Interest on debt. Mortgages. Savings accounts. All these can drastically change in a rising-rate environment.

Market Volatility

rollercoaster

Has recent volatility in the market caused discomfort? Don’t lose sight of your long term plan.

Tax Efficiency

taxes1

While they it be boring to talk about, tax efficiency is one of the best ways to create and maintain wealth.

Questions? Comments? Topics you’d like us to discuss?

Please feel free to reach out to us at

(240) 428-1622 or info@shermanwealth.com

Sherman Wealth Management Financial Advisors

For more information on Sherman Wealth Management, please click the link below…