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Financial Planning Workshop for Business Owners & Professionals

Bannar (13th May)

We’re still feeling the momentum from an incredible gathering at our Financial Planning Workshop for Business Owners & Professionals. The energy in the room was truly unmatched—bringing together driven entrepreneurs, professionals, and financial minds all focused on one goal: building smarter, more secure financial futures.

Expert-Led Insights

More than a workshop, it fostered clarity and strategy, led by expert insights from Jonathan Pacheco Rivera and Joel Mercado, blending real-world financial strategies with practical, engaging application.

 Event Highlights

The session delivered a powerful blend of education and actionable insights, designed to help business owners and professionals make smarter financial decisions. Some of the key highlights included:

  • Best Annuity Plans tailored to individual financial goals
  • The Power Banking concept for long-term wealth control and financial independence
  • Executive Bonus Plans to support business growth and retain top talent
  • Corporate Benefits Planning for both employers and employees
  • Tax-saving strategies designed specifically for high-income professionals
  • The Golden Handcuff strategy to attract, retain, and reward key team members

A Big Thank You!

For us at PWR Retirement Group, this event reinforced why we do what we do. It’s not just about presenting strategies—it’s about empowering individuals with the knowledge and confidence to take control of their financial future.

To everyone who joined us—thank you for being part of this experience. And if you missed it, this is just the beginning.

Details

Date & Time:

June 24 @ 6:00 pm - 8:30 pm UTC+0

Organizer

PWR Retirement Group

Venue

Hilton Ponce, Puerto Rico

Hilton Ponce, Puerto Rico