You're Invited! Taking Control of Your Financial Plan

OpenArc is pleased to invite you to a special webinar:

Taking Control of Your Financial Plan

Monday, July 27^th at 1 p.m. ET

This special webinar will cover how to get organized, understand your financial picture, and set clear, actionable goals, along with key investing principles such as asset allocation, risk, and the importance of staying invested over time.

You’ll also gain practical insights that go beyond market headlines, helping you focus on long-term strategy, avoid common pitfalls, and align your financial plan with what matters most in your life.

Featuring

Everett Cramer, CRPC^TM

Managing Director

Wealth Management Advisor

Everett Cramer is Managing Director and Wealth Management Advisor at OpenArc Corporate Advisory. He works with individuals and families to simplify and streamline their financial lives by helping them prioritize goals and implement customized strategies tailored to their unique circumstances.

Prior to joining OpenArc, Everett served as a Senior Financial Advisor on the Global Corporate & Institutional Advisory Services team at Merrill Lynch. In his current role, he continues to provide comprehensive guidance across a wide range of planning needs, including asset allocation, investment strategy, tax minimization, wealth transfer, cash flow management, lending solutions, and retirement income planning.

A native of Atlanta, Everett attended The Westminster Schools and earned his finance degree from the University of Georgia. He is an avid supporter of Georgia Bulldogs and Atlanta sports teams. Outside of work, he enjoys playing golf, fishing, hiking with his dog Chili, cooking, and coaching youth sports.

Travis Y. Wilson, CRPC^TM

Managing Director

Wealth Management Advisor

Travis Wilson is a member of a dedicated team of Wealth Management Advisors focusing on delivering corporate benefits and individual advice and guidance to clients.

Working with families to help simplify their financial lives, Travis focuses on creating strategies that support your financial goals. He supports clients by taking actionable steps via asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services that support optimized outcomes. He is committed to crafting unique financial strategies that build, manage and preserve wealth for current and future generations.

Travis is a graduate of the University of Miami where he received his BBA in Finance with a minor in Marketing.

OpenArc Corporate Advisory, LLC is registered as an investment adviser with the Securities and Exchange Commission (SEC). OpenArc Corporate Advisory, LLC only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. This e-mail message, including any attachments, is intended only for the individual to whom it is addressed. This e-mail may contain information that is privileged, confidential and exempt from disclosure under applicable law. If you are not the intended recipient (or the agent or employee responsible to deliver it to the intended recipient), you are hereby notified that any disclosure, dissemination, distribution or copying of this communication is strictly prohibited. If you received this e-mail in error, please notify the sender immediately and destroy this e-mail along with any attachments from your system.

Everett Cramer, CRPCTM

Travis Y. Wilson, CRPCTM

Everett Cramer, CRPC^TM

Travis Y. Wilson, CRPC^TM