FINANCIAL PLANNING IN YOUR 30s AND 40s
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.
LIMITED TO 8 GUESTS IN OFFICE
ZOOM OPTION AVAILABLE
PLEASE INDICATE PREFERENCE FOR IN OFFICE OR ZOOM IN REGISTRATION MESSAGE.
Date and Time
Wed, June 30, 2021
4:30p - 5:15p CST
PRIVATE CONSULTATIONS AVAILABLE UPON REQUEST FOR QUALIFIED INVESTORS.