Attend this free seminar to familiarize yourself with the 20 major decisions to successfully transition into retirement.
>> Do I have enough money to retire now?
>> How do I properly handle my 401(k)?
>> When should I start taking Social Security?
>> How should I diversify my investment portfolio?
>> How much money can I safely withdraw from my investment portfolio?
Attendees will receive a complimentary copy of The Retiring Boomer’s Financial Handbook as it will be used to guide the class discussion.
Hosted by Net Worth Advisory Group, a fee-only (no commission) financial planning firm specializing in helping clients prepare for retirement.
Wednesday, March 18th
7:00 - 8:30 PM
American Towers Community Room
44 West 300 South
Salt Lake City, UT 84101
To reserve your spot in the class please contact:
Lon Jefferies
Net Worth Advisory Group
lon@networthadvice.com
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