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January 2020
Destination Retirement: Are We There Yet? | Elm Grove 1/28/20
Do you know your route – and your obstacles – to retirement? In this interactive workshop you’ll learn: To recognize important financial milestones and how they work with your financial plan How smart tax planning can keep your tax bill smaller Simple guides to budgeting and balance sheets Steps to maximize your financial plan through smart investing A better awareness of steps to take under the newest retirement laws You’ll receive: An interactive workbook to help you plan your retirement…
Find out more »February 2020
Women’s Guide to Financial Self-Defense | Naples 2/11/20
Grab a friend and join us for an informative discussion on financial awareness and challenges women face when navigating financial products. In this workshop, designed especially for women, we will: Learn how to identify red flags in common financial transactions Have a better understanding of the right questions to ask Discuss what you can do to protect yourself All in order to make the best, informed decisions for you! Registration is required for this event, and a light lunch is…
Find out more »Destination Retirement: Are We There Yet? | Elm Grove 2/20/20
Do you know your route – and your obstacles – to retirement? About this Event In this interactive workshop you’ll learn: To recognize important financial milestones and how they work with your financial plan How smart tax planning can keep your tax bill smaller Simple guides to budgeting and balance sheets Steps to maximize your financial plan through smart investing A better awareness of steps to take under the newest retirement laws You’ll receive: An interactive workbook to help you…
Find out more »