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Financial Planning and Retirement

  • Inspire Federal Credit Union 3 Friends Lane Newtown, PA 18940 (map)

Topic: Financial Planning and Retirement
Date: 11/15/18
Time: 6:00p-7:00p


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® 

Earlier Event: October 18
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Later Event: February 7
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