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