What we’re about
Welcome to "Helping you plan for a successful retirement"! This Meetup is designed to help you plan and prepare for a fulfilling retirement. Throughout the Meetup, we will try and teach you key strategies and tools needed to retire with confidence and peace of mind. The course covers a wide range of topics, including:
- Financial planning
- Consolidating retirement accounts
- Asset allocation
- Tax management
- Investment strategies
- Healthcare
- Insurance
- Social Security and more!
This group is designed to be accessible to individuals of all financial backgrounds and levels of experience. Whether you're just starting to plan for retirement or are nearing the end of your career, this course can help you achieve your retirement goals.
Your questions and comments are always welcome and valued. Whether you have a question about a topic we've discussed, a personal experience to share, or a suggestion for how we can improve, we want to hear from our members! So, please don't hesitate to ask questions and share your thoughts, we're here to try and help in anyway we can.
We hope you will have a clear understanding of what it takes to retire successfully, and will have developed a personalized retirement plan that reflects your unique goals and circumstances. With the knowledge and confidence gained from this Meetup, you can look forward to a fulfilling retirement and the peace of mind that comes with a well-planned future.
Our group is hosted by two seasoned financial advisors, one is a Certified Financial Planner, and the other was recently recognized in Fortune magazine as a "Five Star Wealth Manager under the age of 40."
