Blueprint Workshop

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Retirement Planning Workshop

Steps you can take today to maximize your retirement income strategy.

Topics:

  • Do I have enough to retire?
  • How long will my money last?
  • Is your financial advisor working in your best interest?
  • Your Retirement Plans (401k, 403b, IRA’s): Are they a potential tax time bomb?
  • Market uncertainty in an election year: Is it time to lock in your gains?
  • Don’t pay taxes on social security income unnecessarily.
  • How to structure a tax-free retirement income strategy.

Retire Well.

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