Live Investment And Retirement Planning Workshops
PPA Introduction
Learn about how the financial industry fails many people, how Protection Point Advisors is different, and our focus topic: Financial Planning. We will also include a current market update and forecast.
- Current Market Update
- Risk Management
- Financial Planning
3-D Asset Care Total Asset Protection Solutions
- Topics Covered On This LIVE Online Workshop:
- Smarter diversification during volatility.
- Building a better portfolio for retirement.
- How to get a stress test report for your portfolio.
- Can you take less risk and improve returns?
- Live Q&A With Lead Advisory Team
More Live Financial Workshop
Financial GPA
Take this brief test that will show you more about where you stand. This new and innovative tool will allow your advisor an enhanced understanding of your financial situation as we strive to fulfill the promise of 3D Asset Care.
SCHEDULE A 15 MINUTE DIGITAL CONSULTATION WITH JOHN
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John Heck
Private Client Group
John J. Heck has been helping individuals, families and businesses acquire, protect and transfer wealth since 1990. Throughout his career, he has managed successful agencies and financial services organizations throughout Florida and in Northbrook, IL. He has been invited to participate in many conferences by a number of highly rated insurance companies.
John has received multiple awards for Outstanding Service and Exceptional Achievement. He is a published author of a successful ebook, a weekly newsletter, several articles in local print and online media and has been quoted in national trade publications.
John grew up in Glendale, NY. He moved to Florida after college to be near his family. He now lives in Fort Myers, FL with his wife Gina and their sons, Jonathan & Julian.