8 STEPS FOR A SUCCESSFUL RETIREMENT PLAN
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
PRIVATE CONSULTATIONS AVAILABLE UPON REQUEST FOR QUALIFIED INVESTORS.