Financial Planning Workshop

Road Map through Retirement: Top Retirement Planning Mistakes to Avoid: We will discuss commonly made planning mistakes put investor’s retirement plans in jeopardy. This seminar will help you avoid these common mistakes so that you can make the most of your retirement savings. We’ll focus on problem areas, including beneficiary designations, spousal inheritance options and IRA, Roth IRA and RMD issues. We will also touch on recent market volatility and how it impacts your long- term retirement investments.