Broker Check
17 Nov
Canceled- Retirement Lifestyle Planning Workshop- Canceled


This event has been canceled due to the increase in COVID cases. If you would like to meet in the safety of our office or via phone please contact our office at 888-333-3818.
Thank you for your interest in Davis Wealth Management

Our team of advisors will cover various topics including:

Taxes- Are there investment strategies that can reduce your tax burden?

How to protect your assets from market downturn.

Longevity Risks- Will you outlive your retirement income? Who will take care of you if your health fails?

IRA/401K management- What are your options if you have recently left your employer or experience losses?  Is a rollover or conversion an appropriate option for you?

Inflation- How much purchasing power could you lose in the next 5, 10, or 15 years?

Information provided is not intended as tax or legal advice, and should not be relied on as such.  You are encouraged to seek tax or legal advice from and independent professional.

Date and Time

Tue, Nov 17, 2020

6:00p - 9:00p EST


The Granite Restaurant at the Centennial Inn

96 Pleasant St.
Concord, NH 03301
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