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.*