MEMBER EVENT: Retiring with Confidence

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Name: MEMBER EVENT: Retiring with Confidence
Date: November 14, 2019
Time: 5:30 PM - 7:00 PM CST
Event Description:

Keel Point, LLC would like to invite you to a complimentary financial workshop. In this discussion, we will address some of the main planning topics that families encounter as they navigate their retirement years. Jason Landers will lay out a process for how his team at Keel Point helps families retire with confidence.
  • How to Not Outlive Your Money
  • Quantifying Portfolio Risk – Your #?
  • Optimizing Tax Efficiency with IRAs
  • Portfolios Built for Retirement
  • Social Security Optimization

 
Location:
Valley Hill Country Club
Date/Time Information:
Thursday, November 14, 5:30 p.m.
Reception / Workshop begins at 6:15 p.m.
Contact Information:
Fees/Admission:
Seating is limited for this event. Please RSVP to seast@keelpoint.com or call our office at 256-261-3610. Dinner will be served at this event.
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