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Destination Retirement: Are We There Yet? | 1/15/2020 Great Dane Pub
January 15 @ 6:00 pm - 7:30 pm
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
- An interactive workbook to help you plan your retirement destination
- Access to important retirement resources
- A complimentary personal portfolio review and framework for a financial plan