I would like to thank everyone who was able to attend the DreamWorks Capital Management LLC financial lecture, “How to Balance Your Changing Investment Needs” this past Tuesday at The Community House. We had a great turn out with an extremely knowledgeable and interactive group which made for a great event.
I hope that you were able to take away some key action items and principles that will help you on your wealth management journey. As I noted, “bite the elephant one bite at time”. The wealth management journey can become overwhelming at times, but if you stay focused on your goals and apply the “SMART Principles” you will increase your chances of success in order to have the financial life that you envision.
Paul Fenner, ChFC
President
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