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Business Planning Archives - ZINNIA WEALTH MANAGEMENT

Jun
01Jun-2017

Investment News notes that 66 percent of adult children fire their parents’ advisor after receiving their inheritance.1 The problem is even worse with surviving spouses, as more than 70 percent of all widows fire the family advisor following their spouse’s death, according to Investopedia.2 One third of women who become widows are younger than 65,

31May-2017

Zinnia Wealth’s founder, Charisse Rivers Smith, was inducted into the Women’s Tri Fitness Hall of Fame. The University of Florida graduate has been involved with Tri-Fitness since 2002. She has placed top ten at numerous events and has helped out as a judge, timer, etc. at all the events which she has not competed

Mar
02Mar-2017

Zinnia Wealth Management will be an exhibitor at the upcoming Senior Day on April 1st and 2nd at the Cultural Center Building at On Top of the World Retirement Community. Hours are 10am-4pm on Saturday and 11am-3pm on Sunday.  Zinnia is giving away golf, 2 hour crafting and a date night for two. Come and

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