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Address:

12140 Carissa Commerce Court Suite 100
Fort Myers, FL 33966

Phone:

(239)479-7979

Fax/Other:

(239) 275-0084

Financial education seminars offered by Nolte Wealth Management Group

 

Financial education seminars offered by Nolte Wealth Management Group

 

The gift of knowledge is the greatest gift in the world. Nick Chlumsky, CFP®, CRPC®, First Vice President-Investment Officer for Nolte Wealth Management Group of Wells Fargo Advisors, will be sharing his knowledge and insight with the Southwest Florida community through a series of educational seminars on trending strategies and plans for the future market outlook.

 

“You have to make sure that you have a plan in place for the future market. Our goal is to help our clients evaluate market changes, identify potential and strategize with them to build a successful portfolio,” Chlumsky said. “Planning is the foundation of everything that we do that drives asset allocation, that drives investment strategy, that drives the long-term strategy of how we strive to get folks to and through retirement.”

 

Anyone who wants to learn more about the market and how to plan for the future is welcome to attend one of the Nolte Wealth Management Group seminars set for the following dates, with locations to be determined.  

 
  • December 5, 2018: Market Wrap Up and Tax Strategies

  • January 9, 2019: Florida Domicile

  • January 23, 2019: Market Outlook

  • January 30, 2019: Market Outlook

  • February 13, 2019: Florida Domicile

  • February 27, 2019: Tax Planning

  • March 13, 2019: Social Security

  • March 27, 2019: Social Security

  • April 3, 2019: Women's Wealth & Wisdom

 

(Additional information will be available closer to each event, including potential sponsors and guest speakers. Wells Fargo Advisors is not a tax or legal advisor. A guest speaker will be discussing Florida Domicile.)

 

Chlumsky joined A.G. Edwards, a predecessor firm of Wells Fargo Advisors, in 2007. He’s a graduate of Stetson University with a bachelor’s degree in business administration, and he earned his masters of science in business management with honors from Hodges University. He and his wife Lisa have been married for 18 years and have three children, ranging in age from eight to 17.

 

For more information on any of the seminars or about the Nolte Wealth Management Group, please call 239-479-7979.

 

 

 

 

 

 

 

 

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