Taxes & Retirement Class Workshop

6101 Johnston Street,Lafayette LA 70503

28 March, 2023

Description

Our Taxes & Retirement events are complimentary. At Matthew James Tax & Wealth Management, we help guide you down the path that will help you achieve your retirement dreams. And we don't sugarcoat anything. Navigating retirement solo can be a rocky journey; join us for our Taxes & Retirement event at South Regional Library and we'll be happy to get you on the right track. Topics we cover: Retirement Planning, Tax Strategy, Wealth Management, Estate Planning, Long-Term Healthcare, Risk Management We believe in living life to the fullest and creating everlasting memories. Those two experiences are the real riches of retirement. And we want you to have an abundance of both. To achieve that, our Matthew James Tax & Wealth Management team designs personalized financial strategies for retirees & pre-retirees. Think of us like the Bob Ross of the financial world - painting a happy little retirement. Just for you. And you deserve to Retire Happy. https://matthewjames.com Matthew James Tax & Wealth Management is an independent retirement income planning firm in Lafayette, Louisiana. We focus on the distribution phase of our clients’ financial lives by providing retirees and pre-retirees with helpful strategies for added security, consistency, and predictability in retirement.