Let’s do a retirement planning workshop together!
Learn the key concepts and terminology of the retirement planning, so you’re ready for the retirement of your dreams. We’ll talk about asset allocation in/near retirement, safe withdrawal rates, income streams in retirement, finding the ideal place to live, and so much more
We’ll do a couples discussion to get everyone on the same page, and marching in lock-step toward your financial goals.
Click the Schedule Now button to set up a date and time at your convenience.