Retirement Planning In Today's Economy
Gilbert Community Center
130 N. Oak St.
Gilbert, AZ 85233
WED
Sept. 28
6:00
THUR
Sept. 29
6:00
Gilbert Community Center
130 N. Oak St.
Gilbert, AZ 85233
Attend this complementary event and learn....
Income: How to maximize social security and other income goals in retirement.
Investments: Portfolio strategies to reduce risk in a volatile market without sacrificing potential gains.
Taxes: Strategies to reduce taxes now and through retirement.
Health: How to protect your assets if your health were to deteriorate?
Legacy: Is a trust necessary? Ways to determine what you will actually need. Strategies to avoid probate.
Featured Instructor: Sean Fleming
When it comes to my clients, being a Fiduciary and independent of one firm allows me to really put together a plan that is unique to their situation. There is never just one way to accomplish a goal and being a fiduciary and independent allows me to create a plan based upon what my clients need and not from what a company says I can do.