Can Your Retirement Plan Weather the Storm? Actionable Steps To Gain Financial Confidence Again
Date: November 15, 2022
Time: 4:00 PM EST
Time: 4:00 PM EST
Join us for a 30-minute online event to discuss how to get your retirement plans back on track.
We will discuss:
- What’s next for the market and how your portfolio can weather the storm
- The most common TAX traps that trip up those approaching or in retirement
- Tax saving steps you should be taking now
This event is for clients, family, and friends, so please forward to anyone who may be interested.
