Broker Check
25 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

Tue, Oct 25, 2022

11:00a - 1:00p PST

Location

Sutter Middle School

Folsom , CA
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