You can read all the blog posts + newsletters about financial planning, but what happens if you have a question about something you read or aren’t sure how some tips apply to you?
Enter: Financial seminars. Taking advantage of real-time interactions with financial experts (from the comfort of your home) is a great way to make sure you’re understanding how you can be financially fit.
Whether you’ve got retirement on the horizon or are in the throes of balancing a career + family life, read on (and bookmark these dates) for five free upcoming financial webinars with Richardson Private Wealth Advisors.
“Retiring on your terms”
Will you be able to keep your lifestyle in retirement? This complimentary seminar will:
- Show you how to prioritize your retirement saving + spending plans to address what is most important to you
- Help identify risks that could throw your retirement plans off track
The details:
- Date: Wed. Aug. 31 + Wed., Nov. 30
- Time: 3-3:30 p.m.
“Balancing life today and dreams for tomorrow”
This seminar will aim to teach attendees to:
- Plot your journey to retirement into doable steps so it’s manageable
- Maintain financial balance by being prepared for risks and unexpected events
The details:
- Date: Wed., Sept. 28
- Time: 3-3:30 p.m.
“Living well today and tomorrow”
Learn actionable strategies + exploration of options for your portfolio. Think:
- Looking at ways to make the most of your income, ie. how to maximize your workplace benefits
- Understanding the basics of developing a smart investment plan
- Outlining what types of insurance may make sense for you
- Identifying the most important documents you should have in order
The details:
- Date: Wed., Oct. 26
- Time: 3-3:30 p.m.
“Plan for the future”
Learn how an estate plan helps put you in control by:
- Understanding how to care for the people you love, even after you’re gone
- Managing estate tax burden — for you and your heirs
The details:
- Date: Wed, Dec. 28
- Time: 3-3:30 p.m.
Can’t make one? Richardson Private Wealth Advisors has a handful of financial resources available ( personal, investment + retirement calculators to name a few) to help you stay on top of your financial goals.*
