Loftus Wealth Strategies will offer a free financial education workshop to boost financial wellness from 11 a.m. to 1 p.m., Thursday, July 17, at Cripple Creek Country Club in Dagsboro.
The event will offer special presentations by Michael Loftus of Loftus Wealth Strategies; Max Recker of Federated Investors; Tom D’Arcy, CEO of American Realty Capital Healthcare Trust; and Jeff M. Fried, CEO of Beebe Healthcare. Local wellness experts from World Gym, La Vita Bella, and Professional Physical Therapy and Sports Care will be on hand to offer professional advice. The seminar is open to qualified investors, is free to the public, and requires preregistration either online at loftuswealthstrategies.com/events.html or by calling the main office at 302-251-8901, Ext. 105. Complimentary lunch will be served.
“I enjoy the challenge of helping my clients achieve their dreams and desires.” said Loftus. “I call this seminar the time where your health, wealth, and happiness will meet. I have recruited the best area professionals to guide event attendees on a journey toward their individual financial and overall well-being.” The goal of this event is to link area locals, those both new to the area and longtime residents, to professionals who possess a high level of experience, and concentrate on providing hands-on attention to their clients.”
Loftus is coordinating this event to coincide with the celebration of his business’s fifth anniversary. With more than 26 years in business, Loftus started his Delaware-based boutique financial services firm in 2009. “I moved my business to the area specifically to cater to a small client base in order to provide big business experience to the individual investor,” says Loftus. Loftus Wealth Strategies offers investment advisory services featuring individualized strategies to protect, save, accumulate and manage his clients’ portfolios.
Loftus Wealth Strategies' main office is at 35785 Atlantic Ave. in Millville. The Millville office phone is 302-251-8901; the Lewes office phone is 302-645-4548. Visit www.loftuswealthstrategies.com for more information.