/EINPresswire.com/ Capital Analysts of Jacksonville, Florida, Inc. is participating in the second annual MoneyWi$e Week organized by Family Foundations, a local non-profit who specializes in financial literacy.
Jacksonville, FL – 2nd Annual MoneyWi$e Financial Summit Draws Top Level Participants
Capital Analysts of Jacksonville, Florida, Inc. is participating in the second annual MoneyWi$e Week organized by Family Foundations, a local non-profit who specializes in financial literacy.
MoneyWi$e is a weeklong public-private partnership dedicated to helping the people of Jacksonville become more “money-wise” by conducting hundreds of seminars on a myriad of topics and even a notable appearance from Alvin Brown at the kickoff breakfast.
Capital Analysts firm members, Sheryl Bordelon and Ben Wuerffel, participated in the MoneyWi$e Financial Summit on May 1st, the flagship event of the week. The summit, located at the historic Epping Forrest Yacht Club, offers a select few the opportunity to enjoy multi-discipline discussions on a number of financial topics such as taxes, economic indications, and personal/business planning, just to name a few. Attendees will have the rare opportunity to submit questions to the expert panel and hear a keynote address from former Jaguar great, Mark Brunell. Seating will be limited, so pre-registration is required.
MoneyWi$e is a public-private partnership created in 2012 dedicated to helping the people of Jacksonville citizens become more money-wise.
Advisory services offered through Capital Analysts, Inc. or Lincoln Investment Planning, Inc. Registered Investment Advisors Securities offered through Lincoln Investment Planning, Inc. – Broker Dealer – Member FINRA/SIPC. www.lincolninvestment.com Capital Analysts of Jacksonville, Florida, Inc. and the above firms are independent non-affiliated entities.
If you would like more information please contact Benjamin Wuerffel at 904.730.7433 and [email protected] or visit http://www.capanjax.com.
Press release prepared by Madelaine Davis of NextStep Marketing, LLC. For more information please send emails to: [email protected]
Capital Analysts of Jacksonville, Florida, Inc. is a trusted and respected financial planning consulting firm dedicated to leading clients into a secure financial future with a purpose and a plan. The firm’s professional team takes a holistic approach to helping clients make informed financial decisions that are right for them, their families and their life goals.
Madelaine S. Davis
NextStep Marketing, LLC
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