Event Highlights: â
Learn why and how you need a financial strategy to create more freedoms! â
Define what financial peace & wellness are. â
Gather ideas on tax planning and tax tactics with your investments/assets.
Why Attend? âď¸Making the Pivot: How to transition from the accumulation phase to income planning once you hit retirement. âď¸Financial Literacy: Learn the difference between Needs, Wants, and Wishes when planning for your income-spend in retirement. âď¸Pay Checks to Play Checks: Having a smooth transition into retirement. âď¸Smart Social Security Claiming Strategies: Learn how to incorporate these strategies into your financial plan. âď¸Changes in Tax Situation: Understand the tax implications for women once they are widowed or divorced. âď¸Mindfulness and Finances: Utilize mindfulness techniques to reframe feelings of anxiety that often accompany discussions around finances. âď¸Practical and Immediate Actionable Items âď¸These topics and so much more: we look forward to seeing you there!
Event Details: đ
Date: Saturday, November 16th | âTime:10 am đLocation: Queen Creek Library (Zane Grey Room), 21802 S Ellsworth Road, Queen Creek,
RSVP Now and Secure Your Spot! |