We hope you can join us for a workshop designed to help attendees gain a greater understanding of the possibilities your future holds and how our team can help you get there.
• The use of Roth in a six-figure retirement
• Matching Asset Allocation directly to your retirement plan
• Collaborative approach to your decisions
• How to plan to spend more while young in retirement
• An opportunity to ask questions of a fiduciary
This workshop helps you to visualize the cash flow impact of the various strategies available to you, allowing you to more clearly compare your options.
To register for an upcoming webinar session and receive your link to join, visit:
Date and Time
Tue, Jan 12, 2021
6:30p - 7:30p EST