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MEMBER EVENT: Retiring with Confidence
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
MEMBER EVENT: Retiring with Confidenc...
Date and Time
Thursday Nov 14, 2019
5:30 PM - 7:00 PM CST
Thursday, November 14, 5:30 p.m.
Reception / Workshop begins at 6:15 p.m.
Location
Valley Hill Country Club
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.
