“ Getting Your Financial House in Order” Financial Advisor Tracy Bush will educate you and provide resources to help you get your Financial House in order with WISE Retirement Solutions including strategies for wealth management, income planning,security/protection
and estate planning. The workshop will be held from 6;30 to 7;30 at the IHA offices at 731 North Market Street in Frederick.
The workshop is being held as a part of “Passport to Wealth Week” Sponsored by the Seton Center in Emmitsburg.
Tracy has been a financial planner for over 20 years with a focus on proactively educating his clients and guiding their retirement plans. Tracy has developed WISE Retirement Solutions® to formalize the steps in the retirement planning process. From his 149 West Patrick Street office in Frederick, Tracy works with a team of like minded professionals. Married with 2 teenage children, Tracy enjoys volunteering within the community at various non-profit organizations.
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