Broker Check

8 STEPS FOR A SUCCESSFUL RETIREMENT PLAN

28 April
8 STEPS FOR A SUCCESSFUL RETIREMENT PLAN

Description

Do you intend to retire on your own terms but have questions on income sequencing, investments, taxes, estate plans, Social Security, health care, real estate, inflation and more?  Join us to learn eight essential steps you can take, starting today, to decisively prepare for your retirement.

Target audience includes hard working, successful individuals and couples in their 50s and 60s who seek a long-term financial planning relationship with CERTIFIED FINANCIAL PLANNER®  and Certified Private Wealth Advisor® professionals and are serious about preparing a comprehensive, customized, and tax efficient retirement income plan involving at least $500,000 in investable assets or a net worth in excess of $1,000,000.



LIMITED TO 8 GUESTS IN OFFICE
ZOOM OPTION AVAILABLE 
PLEASE INDICATE PREFERENCE FOR IN OFFICE OR ZOOM IN REGISTRATION MESSAGE.

Date and Time

Wed, April 28, 2021

4:30p - 5:15p CST

Location

StrongBox Wealth

3470 NE Ralph Powell Rd., Ste. A
LEE'S SUMMIT, MO 64064

Note

PRIVATE CONSULTATIONS AVAILABLE UPON REQUEST FOR QUALIFIED INVESTORS.

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Jon Garlow
Jon Garlow 816-607-5410
StrongBox Wealth Advisor, Founding Partner
https://www.strongboxwealth.com