Loading Events

Back to Events

  • This event has passed.
event image

Seminar: Planning for a Confident Retirement

Join Justice Smith, CFP, from Tundidor Wealth & Investment Group in the Canvas Room for a seminar on retirement planning.

Topics To Be Discussed:
• Current Market Conditions
o Navigating Inflation & Turbulent Markets
• Tax Efficient Strategies
o How To Reduce Taxes in Retirement
• Estate Planning
o Wills
o Trusts
o Common Mistakes
• Creating a Personalized Financial Plan
o Customized Spend Down Plan
• Social Security Taxation/Strategies
• Q & A Session
• Complimentary Review of Your Financial Plan

Seminar: Planning for a Confident Retirement

calendar icon 12 July, 2022

alarm icon 6:30 pm - 7:30 pm

map icon Canvas Valley Forge, 101 Bryce Lane, King of Prussia, United States, 19406

Price: Free

Your registration has been canceled!