Broker Check
03 Oct
LUNCH & LEARN: PLAN YOUR PATH TO RETIREMENT

Description

Join us for a discussion about your path to retirement.  

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

Mon, Oct 03, 2022

11:45a - 1:30p PST

Location

B. Gale Wilson TK-8 School

Fairfield , CA
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