This presentation delivers actionable steps for professionals, pre-retirees and business owners aged 45-65 wondering “can I retire yet?”, who are focused on building and preserving wealth.
Topics include:
• Budgeting for cash flow to generate long term wealth
• Optimizing strategies for tax efficiency
• Investing before and after retirement
• Tips for maximizing the shift from wealth building to wealth preservation
• Strategies for future income replacement
Whether you are planning ahead or refining your current financial strategy, attendees will gain practical tactics to create lasting financial success.
Speaker(s): Ava Elkins, AAMS Financial Advisor Investment Management Consultant Raymond James & Associates
Co-Sponsor(s): Blount Partnership
For event related questions, please email pstcc@tsbdc.org
Fee: No Cost