Topic: Financial Planning and Retirement
During this seminar, you’ll learn actionable strategies that can help you:
- Focus on what you enjoy most without having to access dollars from your retirement accounts so they can continue to grow.
- Live the life you want today — and in the future — by understanding the basics of developing a smart investment plan.
- Identify risks that could throw your retirement plans off and track solutions that can help you protect what you have earned.
- Create a meaningful legacy today— and for when you’re gone.
Facilitator: William Davis, CFP®