Meeting/Event Information

Fundamentals of Wealth Management

July 18, 2018
12:00 PM to 1:00 PM
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Buca di Beppo Italian Restaurant
5192 Buffalo Speedway
Houston, TX 77005
https://locations.bucadibeppo.com/us/tx/houston
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The Fundamentals of Wealth Management

A SEMINAR BROUGHT TO YOU BY:

CHRIS NARDIELLO &

DANEIL FEILER

ON BEHALF OF

IMG FINANCIAL GROUP

 

ASCE HOUSTON-YM CHAPTER:

YOU ARE COORDIALLY INVITED TO ATTEND THIS EDUCATIONAL

SEMINAR, TO LEARN ABOUT THE FUDAMENTAL STRATEGIES

ESSENTIAL TO CREATING EFFICIENCY AND STRUCTURE IN YOUR

FINANCIAL LIFE

 

TOPICS INCLUDE:

ESTABLISHING A FINANCIAL SAFEFTY NET

MINIMIZING INCOME TAXES

PROPURE STRUCTURE OF AN INVESTMENT PORTFOLIO

THE POWER OF COMPOUND INTEREST

PROPURE STRUTURE OF AN INSURANCE PORTFOLIO

 

DATE & TIME OF EVENT: WEDNESDAY, JULY 18TH 2018 - 12:00 PM

LOCATION: BUCA DI BEPPO-5192 BUFFALO SPEEDWAY, HOUSTON, TX 77005

RSVP: PLEASE RSVP WITH ALIK MCCOY AT alik.mccoy@5engineering.com

 

Registered Representative & Investment Advisor Representative | Securities and investment advisory services offered through

Securian Financial Services, Inc. Member FINRA/SIPC IMG Financial Group, Inc. Is independently owned and operated.

This information is a general discussion of the relevant federal tax laws. It is not intended for, nor can it be used by any taxpayer for

the purpose of avoiding federal tax penalties. This information is provided to support the promotion or marketing of ideas that may

benefit a taxpayer. Taxpayers should seek the advice of their own tax and legal advisors regarding any tax and legal issues applicable

to their specific circumstances.

Speakers:

Chris Nardiello

Senior Vice President | Financial Advisor

Chris joined IMG Financial Group, Inc. in July 1997 upon graduating from Texas A&M University with a BBA in Finance. Focusing on managing our clients investment and insurance portfolios we strive to understand the challenges they face while approaching their goals. This diligence extends to communicating how we believe our client experience and personalized services will differentiate us from our peers.

Jonathan Vera, CFP®

Financial Advisor

Jonathan Vera joined IMG Financial Group Inc. in 2011 after graduating with a Finance degree from Texas State University. Jonathan is dedicated to helping ensure that individuals, their families, and businesses can stay focused on the things that matter most in their lives. Jonathan can help you understand your current financial situation and give you a financial road map through wealth accumulation and management, estate planning, mitigating risk, and giving.

Daniel Feiler

Financial Advisor

Daniel Feiler joined IMG Financial Group, Inc. in 2016. He graduated with a Bachelor’s degree in International Trade and Finance from Louisiana State University. Daniel has always had a passion for teaching and enjoys educating individuals on the most efficient ways to achieve their life goals. His main objective as an advisor is to provide individuals and businesses with wealth management strategies and solution tailored to fit their particular goals and needs.

Tickets

$5.00 Members & Guests

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