Broker Check
16 Feb
LUNCH & LEARN: PLAN YOUR PATH TO RETIREMENT

Description

We’ll focus on important factors when making decisions for your 403(b), IRAs and other accounts earmarked for retirement.  

We'll evaluate risks, time frames, contributions, as well as common tax issues.

We also discuss the importance of having a sound financial plan that includes taking a look at your savings accounts, credit card debt as well your investments accounts.

Date and Time

Thu, Feb 16, 2023

11:00a - 1:00p PST

Location

Agnes Baptist Elementary

Modesto , CA
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PT2H

Event Registration