5 STEPS FOR A SUCCESSFUL RETIREMENT PLAN
Join us to discover the 5 steps for a successful retirement plan. After teaching you how to assess your situation, and explaining a goals based approach to retirement planning, we will address necessary plan elements such as creating tax efficient retirement income designed to keep pace with inflation, along with Social Security benefit claiming strategies, integration of health care benefits and expenses, and prudent investment strategies to work in concert with your customized plan.
Date and Time
Wed, July 27, 2022
5:30p - 6:30p CST
PRIVATE CONSULTATIONS AVAILABLE UPON REQUEST