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FINANCIAL PLANNING IN YOUR 30s AND 40s

30 June
FINANCIAL PLANNING IN YOUR 30s AND 40s

Description

You have meaningful questions about what to do now that you have achieved a cash flow beyond your monthly necessities.  Should I save or pay down debt?  What investment account types are most appropriate?  How am I going to pay for my children's college education?  How much life insurance do I really need?  Should we contribute to our 401(k)s or start Roth IRAs?  No question is off the table, so come prepared.

Target audience includes hard working, successful individuals and couples in their 30s and 40s who seek guidance from CERTIFIED FINANCIAL PLANNER®  and Certified Private Wealth Advisor® professionals on how to invest excess cash flow, best practices on preparing for college expenses and retirement, amount and types of life insurance protection, and tax favored investment strategies involving $100,000 or more in investable assets.


THIS DISCUSSION WILL BE BROADCAST VIA ZOOM.  ZOOM LINK WILL BE PROVIDED IN POST-REGISTRATION EMAIL.

Date and Time

Wed, June 30, 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.

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