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School's IN for Summer! June 2020 webinar series

Client Centered

During the month of June, we  hosted virtual meetings to discuss strategies, concepts and tools that can be leveraged to protect your retirement accounts and help you to remain educated on these important topics.  We held meetings from our office to your kitchen table on June 1st, June 8th, June 15th, and June 22nd We will narrowed down key topics and summarized important points on specific Retirement dilemmas.  These meetings lasted about 45 minutes long. 

Weeks 2 - 4 are available for playback and we have posted the links here. 

Creating liquidity during your retirement for the pleasant and unpleasant wants and needs of retirement.

WEEK 2 Let's Go to the Lake! June 8, 2020

We will address the need to utilize multiple investment vehicles to position your retirement savings to overcome risks in the future.

WEEK 3 Buckets of All Shapes and Sizes June 15, 2020

With diversity still in mind, we will address the reality of organizing your estate and legacy planning needs with a sense of simplicity. 

WEEK 4 Eggs... or Baskets? Monday, June 22, 2020

Want more information on upcoming webinars or want to be placed on our email list? Contact us , we are happy to serve!

Thank you!