
Description
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.
Topics include:
• 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.
Downloadable Invitation
To register for an upcoming webinar session and receive your link to join, visit:
https://us02web.zoom.us/webinar/register/WN_oo8Kta_hRoycE8HQTC4Xiw
Date and Time
Thu, Nov 18, 2021
6:30p - 7:30p EST