Events/Stowe/Stowe VT 2016 07 18 Nicholas Vardy

Private Wealth Management: Three “Hacks” to Grow and Protect Your Hard Earned Wealth Nicholas A. Vardy, CFA Eagle Financial Publishing www.NicholasVardy.com

Financial Planning Process

I. Investment Planning

S&P 500 vs. NOBL since inception

II. Insurance Planning and Risk Management

III. Estate Planning/Gifting/Education Planning

$386,544 by 2032