About this Event
Date: July 17th, 2024
Time: 10:00 am
Location: Fullerton Financial Planning Corporate Office
Address: 14155 N 83rd Ave, Suite 144, Peoria AZ
We are excited to invite you to our Mid-Year Retirement Check Up Coffee Talk! This is a great opportunity to review your financial health and ensure you're on track for a secure retirement.
What We'll Cover:
1. Review Your Portfolio:
- Check if your investment mix aligns with your goals.
- Adjust as needed to manage risk and performance.
2. Check Your Retirement Plan:
- Ensure your savings and strategy are on track.
- Make adjustments to match your risk tolerance.
3. Revisit Your Insurance Needs:
- Verify that your life, disability, and long-term care policies meet current needs.
- Ensure policies are titled correctly and benefit levels are appropriate.
4. Refresh Your Estate Plan:
- Update your will, trusts, and power of attorney documents.
- Confirm that your asset distribution plan reflects your current wishes.
5. Identify New Tax-Saving Strategies:
- Look for potential tax-saving opportunities.
- Analyze income sources for tax efficiency.
- Explore strategies like charitable donations and tax-advantaged accounts.
Don't miss out on this chance to sip coffee and secure your future! Space is limited, so be sure to reserve your spot today.
Event Venue & Nearby Stays
Fullerton Financial Planning, 14155 North 83rd Avenue, Peoria, United States
USD 0.00
