Ready for Your Financial Checkup?
Reclaim your peace of mind with WealthNess 101 — your gateway to long-term financial health.
Join our exclusive Wealthness 101 experience and discover how to treat your money like your most vital organ—before the symptoms takeover.
What Is WealthNess?
Financial Awareness
Understand your net worth balance sheet like a vital signs chart
Prevention Mindset
Learn how to prevent financial risk before it turns into a crisis
Lifestyle Planning
Build wealth aligned with your "Moments That Matter"
Customized Solutions
Get tools, templates, and a financial wellness action plan
Risks
Identify hidden dangers and protect against identity theft, scams, and emotional financial traps
Have You Considered These Financial Risks?
Most people don't know what they don't know. We help you uncover blind spots before they become emergencies.
Identity Theft
Learn how to protect your digital identity and financial accounts from sophisticated cyber threats.
Financial Scams
Recognize and avoid too-good-to-be-true schemes that target your hard-earned wealth.
Misaligned Investments
Ensure your investment strategy matches your risk tolerance and life goals.
Insurance Gaps
Discover potential coverage gaps that could leave you exposed to significant losses.
Legal Vulnerabilities
Identify and address overlooked legal protections in your financial planning.
Emotional Decision Traps
Learn to recognize and avoid common psychological pitfalls in financial decision-making.
Meet Your Wealthness Experts
Gregory E. Tomczak, Esq.
Wills &
Trusts Attorney
Info
Joseph
Petrocelli
CPA &
Financial Strategist
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Angie
Jean-Bart
Financial Coach & WealthNess Creator
Info
What You'll Experience at the Seminar
🔹 A financial wellness check-in
🔹 "Think 💯: Centennial Moments of Life" workbook
🔹 Real-life case studies
🔹 Live Q&A with financial professionals
🔹 Personalized resource kits
Event Details
WealthNess 101: Your Annual Financial Checkup
📅 September 2025 | 🕒 6:30 PM – 9:00 PM
📍 Live on Zoom
Free Admission - but priceless insite
📝 Sign Up for Your Spot
