In this week’s show, we learn about cash crunch strategies and the team touches on their upcoming event, Destination Retirement: Are We There Yet?
Destination Retirement: Are We There Yet March 7 @ 6:00 pm – 800 pm.
Annex Wealth Management | Appleton Office.
Do you know your route – and your obstacles – to retirement?
Interactive workshop you’ll learn:
- How a comprehensive financial plan works like your GPS.
- Understanding your balance sheet and resources
- How smart tax planning can help avoid paying excessive tolls.
- Steps to maximize your mileage through smart investing.
You’ll receive:
- An interactive workbook to help you plan your retirement destination
- Access to important retirement resources
- A complimentary personal portfolio review and framework for a financial plan
