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.
- Who should attend?
- Anyone who has questions about financial planning, estate questions, or those seeking guidance for estate planning.
Facilitator: William Davis, Certified Financial Planner™