Lunchtime Retirement Seminar

3401 Eagle Drive,Casper WY 82604

02 March, 2022

Description

You have worked hard to prepare yourself for retirement but what could you be missing? This lunch presentation will cover the primary risks facing people preparing for and living in retirement as well as introduce upcoming topics in the Western Vista Wealth Management Retirement Readiness Series. FUTURE TOPICS IN THE SERIES INCLUDE: Maximizing Social Security and Planning for Taxes in RetirementPlanning for Healthcare in RetirementBuilding Your Retirement Income PlanLunch will be served at 11:30am. Seminar begins promptly at noon, ending at 1:00pm. UNABLE TO ATTEND IN PERSON? Please call 307.635.6644 or email [email protected] to receive a web link invite for the meeting. FEATURED SPEAKER Jess Ryan, CFP®, AIF® CERTIFIED FINANCIAL PLANNER™ Accredited Investment Fiduciary® The Compass Wealth Group