Financial Planning Overview for Retirees
September 8 @ 6:00 pm
Join Len for a review of all the financial resources available for retirees in the marketplace. Learn which financial instruments can be used for creating wealth, generating income, mitigating taxes, neutralizing risk and transferring wealth
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Zoom is easy to use, and what is better than joining us from the comfort of your own home? Please contact us if you are not familiar with Zoom or have any questions about the program.
There will be an open Q&A time after the presentation, time allowing. You are always welcome to share your personal questions one-on-one after the presentation.
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