What we’re about
The purpose of this meet-up group is to empower and educate people to make smart decisions with their money. We will meet once per month and educate people on many areas of wealth management and financial planning. Future topics include:
Identity Theft
Affordable Health Care Act
Power of Attorney – putting in place, taking it back
The A, B, C’s (and D) of Medicare
Roth Conversions
Tax Changes
IRA Distribution Strategies
Medicare Open Erollment
These educational presentations will be offered by a local financial advisor. There will also be guest speakers from time to time. So watch your emails.
If you want to learn more about investments, reducing taxation, estate planning, avoiding probate, IRA's/ 401K's, building a financial road map, Medicare, or retirement income then this meet-up group is for you.
