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Planning for Your Retirement

February 25 @ 5:30 pm - 7:30 pm

Senior Expert Series

Join us for our next Senior Expert Series.

Topics: Retirement/Financial Planning, tax and estate planning, asset protection (wills & trusts), business succession planning

How do you think you’ll fare with what you have set up right now? Does your retirement account and will or trust make you feel safe? Many people think they have enough but in many cases all of the things that need to be considered are not even thought of – hearing from a seasoned Financial Planner on what you need to plan for and talk with a Trust and Estate planning attorney about protecting your family from the high costs of probate. A CPA will be answering questions on things you can do to reduce your taxable income prior to April 15th and do you have a business you want to make sure get’s passed down properly? Our panel of professionals will answer all your questions!

Details

Date:
February 25
Time:
5:30 pm - 7:30 pm
Event Category:

Venue

Oceanside Campus
3985 Mission Avenue
Oceanside, CA 92058 United States
Phone:
(760) 560-5000

Organizer

Connie Page
Email:
connie@conniepageprop.com

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