We’ll share timely insight on the economy, markets, and financial planning strategies at this annual event. With a new President’s potential tax law reform and global uncertainty, there’s plenty to discuss!
Fort Myers, Florida
Date: Tuesday, February 21
Time: 11:00 am – 2:00pm (lunch will be served)
Location: Colonial Country Club
Click here to register to attend Outlook 2017 in Fort Myers, Florida
Planning Alternatives Wins Charles Schwab & Co., Inc.
National Trailblazer Impact Award™
Recognized for Entrepreneurial Spirit, Drive to Advance the Independent Financial Advisory Industry.
When your values are clear to you, making decisions becomes easier. — ROY DISNEY
Why Planning Alternatives?
Founded in 1982 as an independent advisory firm, Planning Alternatives serves as a fiduciary advisor – looking out for clients’ best interest with skill, care and passion. Our strategies are time-tested, our team is experienced, and wealth management is what we know.
There are no secrets to success. It is the result of preparation, hard work, and learning from failure.— Colin Powell