The Financial Forum welcomes Steven Zeller to the Fireside Room at Gateway Clubhouse at 3:00 PM on May 28th. The topic will be "Managing Risk in Today's Retirement.” Steve will discuss the many potential investment risk exposures during retirement and within the current market environment. Join us in walking through this critical topic.
Steven Zeller is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Business Exit Planner, Accredited Investment Fiduciary, practicing Wealth Advisor, and President of Zeller Kern Wealth Advisors. He has 28 years of experience within his profession. Steve is passionate about making a positive, life-enhancing difference for his clients and their families. He achieves this by developing a deep understanding of their situation and needs, delivering planning and solutions, and providing the highest level of client service possible— “it’s a relationship profession.”
The Financial Forum is a 501 3(C) whose mission is to educate our members in all matters of finance, including wealth management, estate planning, insurance, real estate, fraud, and identity theft. Donations are welcomed and greatly appreciated. Light refreshments will be available. To sign up, please press the Register button. For more information on the speaker or on how to become a member, please call Joe Hoffman at 925-954-7912.
