CANCELLED - Seminar - Goal Planning: Are You On Path to Retire?
Mar 30, 2017
7:45am - 9:00am
Oshkosh Chamber of Commerce
120 Jackson Street
Oshkosh, WI 549014714
Presenter: Jacob Harmsen, CFP®, CPA, Certified Financial Planner™
Join us for Doughnut Holes, Coffee and Retirement Talk.
Picture your life as a retiree…
• What does it look like?
• What do you need?
• What do you want?
• How will you get there?
• Are you ready?
Whoa… the questions could keep coming. We can help.
In this presentation you will learn how to organize your aspirations for retirement and calculate your retirement income based on actual and projected amounts.
We’ll share the process we use to help you to plan, calculate and organize your goals for the rest of your life.
After years of building your savings for retirement, you have come to the point where it’s time to…
• Understand your options
• Figure out what you need
• Figure out what you want
• Solidify the goals for your remaining years
• Identify your resources
• Understand yourself and the market
• Get your results by crunching actual numbers
• Preserve what you’ve worked hard for
Open registration until Mar 30, 2017
Member Price: $0.00
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