KEYS TO BUILDING AND PRESERVING WEALTH IN UNCERTAIN TIMES

Alex J. Gonzalez, Financial Planning Expert, Regions Private Wealth BACKGROUND: Amid an ongoing pandemic, political transition, market volatility, and economic uncertainties in the U.S. and abroad, staying on track financially is a challenging task right now. Many have shifted their strategy to protecting what they have, rather than focusing on building new wealth. But does there really need to be a trade off? On March 4, Orlando-based wealth manager and financial planning expert Alex Gonzalez will provide some insights and perspectives on how to work with a financial professional to craft an ideal strategy that combines protecting ones’ current assets while positioning oneself to build wealth in the future.