Broker Check
20 Sept
The Path to Wealth and Wisdom Workshop- Burlington, MA

Description

As seen on TV- Our 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, Sep 20, 2022

6:00p - 9:00p EST

Location

Seasons 52

6 Wayside Rd
Burlington, MA 01803

Note

A plated meal will follow the speaker.

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