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Financial Planning and Retirement

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

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™

Earlier Event: October 11
First Time Home Buyer Workshop