WX Members-Only Lunch & Learn: Retire Smart - Debunking Myths with OneTeam Financial
Wednesday, March 19, 2025
12:30 PM - 2:00 PM
Venable
151 West 42nd Street, FL 49
New York, NY 10036
Please join us for an interactive program that will outline ways to help you retire successfully.
Debunk the Myths, Reap the Savings and Enjoy the Journey
With countless options available today, it's essential to determine fact from fiction when planning your retirement. During this interactive event, retirement planning and investment specialists from OneTeam Financial will disprove the most common misconceptions about Social Security, Taxes, Life Insurance, Long Term Care and Medicare.
SPEAKERS
Ash Ahluwalia, Managing Director, Head of Social Security
Greg Dillon, Founding Partner, Head of Wealth Management & Retirement Income Planning
Andrew Serzan, Managing Partner, Head of Private Client & Executive Life Insurance
