Financial Literacy Seminar #1 - Legacy & Trust Planning: Advantages & Pitfalls
Plan for the Future in the Heart of the Adirondacks Thinking about the future? The Inlet Area Business Association (IABA) invites you to a special Financial Literacy Seminar designed to help you navigate legacy and trust planning. Learn how to ensure a smooth transition to the next generation with insights from John Kalil, owner of Kalil Wealth Strategies and a valued member of the IABA community. Discover the advantages and potential pitfalls of legacy and trust planning in a friendly and informative setting. After the seminar, join John Kalil and the IABA crew at Screamen Eagle for light refreshments and engaging conversation. It's a chance to connect with fellow community members and delve deeper into the topics discussed. Hamilton County is more than just a beautiful vacation destination; it's a place where community thrives. This seminar is one of the many ways our small towns offer enriching experiences for residents and visitors alike. We hope to see you there!
Financial Literacy Seminar #2 - The future of retirement planning
Plan for Your Future in the Heart of the Adirondacks The Inlet Area Business Association (IABA) invites you to an enlightening Financial Literacy Seminar focused on the future of retirement planning. Discover the top 10 trends shaping attitudes about money in today's world. This engaging seminar is presented by John Kalil, owner of Kalil Wealth Strategies and a valued member of the IABA. John brings his expertise to the charming town of Inlet, offering valuable insights to help you navigate your financial future. After the seminar, connect with John and members of the IABA for refreshments and friendly conversation. It's a great opportunity to learn more about retirement planning and meet local business leaders in a relaxed, welcoming atmosphere. Come experience small-town charm and gain valuable knowledge in the heart of Hamilton County. We look forward to welcoming you!