Financial Workshop (Member Event)

"Retirement by Design" This is part of my monthly Financial Workshop. Retirement by Design illustrates how you can help translate one's vision for retirement into tangible goals. Whether someone is 10 or 40 years from retirement, attendees will learn investment strategies to help design the retirement they want. You'll also discuss how you can add flexibility to their strategy to help them handle unexpected events and how you can keep their strategy on track.