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Financial Planning and Retirement

  • Inspire FCU 3 Friends Lane Newtown, PA, 18940 United States (map)

Bill Davis
Certified Financial Planner™

  • Learn to manage your money pre and post-retirement
  • Understand the basics of developing a smart investment plan
  • Identify risks that could upset your retirement plan and learn solutions
  • Create a meaningful legacy

Who should attend?

  • Anyone who is interested in creating a financial plan, anyone with questions regarding retirement.
Later Event: March 15
Estate Plan