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Destination Retirement: Are We There Yet?
February 20, 2019 @ 6:00 pm - 7:30 pm
Annex Wealth Management | Elm Grove Office
Do you know your route – and your obstacles – to retirement?
In this interactive workshop you’ll learn:
- How a comprehensive financial plan works like your GPS
- Understanding your balance sheet and resources
- How smart tax planning can help avoid paying excessive tolls
- Steps to maximize your mileage through smart investing
You’ll receive:
- 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
