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Location

Capital Grille
Biltmore Fashion Park, 2502 E Camelback Rd, Phoenix, AZ 85016

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Date

Dec 04 2019

Time

06:00 PM - 08:00 PM

Financial Strategies Workshop 12/4

LEARN HOW A COMPREHENSIVE RETIREMENT “PLAN” MAY HELP YOU PURSUE FINANCIAL INDEPENDENCE!

JOIN US TO LEARN ABOUT THE 5 KEY AREAS OF PLANNING ENCOMPASSED WITHIN OUR PROPRIETARY  “ROUND TABLE RETIREMENT PROCESS”.
What you will learn:
  1. Income Planning
  2. Investment Planning
  3. Tax Planning
  4. Legacy Planning
  5. Health Care Planning
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