Battlefield to Boardroom: A Top 10 Guide to Reshaping Your Finances During Turbulent Times

WHEN: Tuesday, October 27th at 12:00 PM EST

 

Overview

Join us for a presentation by Battlefield to Boardroom member Jacob Petion of Fortis Lux Financial on Tuesday, October 27th at 12:00pm EST for The Top 10 Ways to Reshape your Finances During Turbulent Times.

Jacob will be discussing a 10-point plan that covers spending strategies, tax and estate planning, debt restructuring, ways to maximize investments and insurance to build wealth for future generations.

Sign-up and learn how to assess where you are, where you want to be, and how to get there.

 

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Through his financial services practice, Jacob Petion has found a way to bring traditional army values to life in the civilian world. Stationed in Ft. Hood, Texas, Jacob served two tours in Iraq. Upon leaving the military, he searched for a career that would allow him to continue to have impact in the world. “My financial practice allows me to incorporate values like discipline, integrity and selfless service into my everyday,” he says.

“When I help my clients move toward their financial goals, I feel that I am being put to service in accomplishing something bigger,” Jacob explains. As a generalist practitioner, Jacob offers a range of solutions – from investing for a future goal like retirement or education planning, to a variety of insurance products: life, disability income, long term care, and health insurance. Jacob looks to partner with businesses and organizations where he can offer financial education, and empower people to take control of their financial lives. His clients are working professionals, business owners, and military veterans.