Retirement by Design
Details
Speaker-Richard Shumway, Financial Advisor, Edward jones
Where: Edward Jones, 16701 Melford Boulevard, Suite 123, Bowie, MD 20715
(301) 805-6113
Join us for our presentation Retirement by Design. We'll discuss how you can translate your vision for retirement into tangible goals.
Whether you are 10 or 40 years from retirement, you'll learn investment strategies you can use now to help design the retirement you want tomorrow.
This seminar will cover analyzing your current situation, your vision for retirement, defining your goals, working towards your goals, the role taxes will play, preparing for the unexpected, and staying on track.
Snacks and refreshments will be provided. We look forward to seeing you!
Thanks!
Helen Ogbu, CPA, MBA
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