In recognition of National Financial Literacy Month, the New Canaan Library and HTG Investment Advisors will hold a discussion about wealth management topics for individuals. Robin Sherwood and Lex Zaharoff of HTG will share their wisdom from advising wealthy investors for more than twenty years. Subjects to be included are estate planning, retirement planning, investing, and asset location as a tax-saving strategy. They will also cover questions you should consider before hiring a financial advisor, such as whether or not the advisor will act as fiduciary.
Audience members are welcome to send questions in advance of the event by emailing Allison@htgadvisors.com.
The discussion is open to the public at no charge. Registration through the New Canaan Library is encouraged.