We will consider 3 things you should already be doing in your retirement plan.
Risk Tolerance
Legacy Planning
Tax Efficiency
We have also put together a special offer for you attendees who stay till the end, with some very valuable items, it's a special packet containing some very special value to you, the slide deck of today's presentation, and you'll have access to a few handouts.
We have this all set up so that you're able to give your undivided attention is not distracted for this event.