This retirement workshop is designed for folks who are approaching retirement or in retirement. Jason Landers, CFP® and Senior Wealth Advisor at Keel Point, LLC, will be presenting information about managing portfolio income, Social Security optimization, quantifying portfolio risk in retirement and tax efficiency with IRAs. A reception will start at 5:30 at Valley Hill, followed by dinner and the presentation.
Thursday Jul 11, 2019
5:30 PM - 7:00 PM CDT
Thursday, July 11
5:30-7 p.m.
Valley Hill Country Club
8300 Valley Hill Dr SE
Huntsville, AL 35802
Seating is limited. RSVP required. Please contact Stephanie East to RSVP.
Stephanie East
256-261-3610
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Printed courtesy of hsvchamber.org – Contact the Chamber of Commerce of Huntsville/Madison County for more information.
225 Church Street NW, Huntsville, AL 35801 – 256-535-2000 – membership@hsvchamber.org