About this Event
We will discuss the 5 pillars of any retirement plan, from income, investments, taxes, healthcare and estate, we will discuss the unique challenges and pressures women face in each area, and strategies to ensure their retirement has the best chance of success.
Attend this fun & free workshop to:
- Learn why you need a comprehensive financial plan
- Learn why you need more than an investment account or a 401k
TOPICS WE WILL DISCUSS:
- Basic Financial Literacy
- Strategies to reduce or eliminate taxes in retirement
- Social Security maximization strategies
- What is a comprehensive financial plan?
- Inflation and it’s impact on your income
- Why losses during retirement matter
- Tax rate risk
- Practical action steps to secure your financial future
- These topics and so much more – we look forward to seeing you there!
FREQUENTLY ASKED QUESTIONS:
Is there a cost to attend? No, there is no cost to attend.
Do I need to bring anything? No, you will be provided with.a pen, paper and other materials at the workshop.
Will I be pitched or sold anything? No, our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.
Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser. Foundations Investment Advisors, LLC and Liberty Hill Financial Planners are unaffiliated entities. Third-Party Custodian services provided by Charles Schwab. Insurance, other financial products, and tax planning services, are offered separately through Liberty Hill Financial Planners, LLC. Not endorsed by any media outlet. We do not offer legal advice. Always consult with qualified legal professionals regarding your own unique situation.
Event Venue & Nearby Stays
Schaumburg Parks District Community Recreation Center - Horizon Room, 505 North Springinsguth Road, Schaumburg, United States
USD 0.00
