WEALTH BUILDING Empowering Wealth through education is the key. That's why we hosted two REHI Wealth Sessions, where we invited experts in various topics to share their knowledge exclusively with our clients. These interactive workshops provided valuable insights and actionable tips for our clients to take their financial portfolios to the next level. Speaker: Jabari Turner with Northwestern Mutual from Chicago, IL. Topics: Financial Health and Wealth Contact: [email protected] or P: 312.548.1786 Speaker Webb Charpia of Charpia and Hammes Law Firm in Summerville, SC. Topic Estate Planning including Wills, Estates and Trusts Contact [email protected] or 843-261-7026 Lunch Sponsored by Donna Dorman with Rev Federal Credit Union If you’d like a copy of the recorded presentations, please email us at [email protected] We would like to continue offering these wealth sessions and appreciate your feedback. Let us know what you would like to learn about and keep an eye out for the next session on Refinancing by Rev Federal Credit Union in Spring 2023. Page| 25
2022 REHI Anniversary Report Page 24 Page 26