Location

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

More Info

Register Here

Date

Mar 12 2020

Time

06:00 PM - 08:00 PM

Financial Strategies Workshop 3/12

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

JOIN US TO LEARN ABOUT THE 6 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
  6. Updates on the SECURE act.