29
March
Introductory Event - Personalized Retirement Planning Strategies Webinar
Description
Join us for this introductory event where we will discuss the various aspects of retirement!
The purpose of this discussion is to help you feel more confident in making important decisions in your financial plan. Olson Associates will partner with you on your unique financial journey through comprehensive financial services to help you make prudent decisions along the way.
What We Will Cover:
The purpose of this discussion is to help you feel more confident in making important decisions in your financial plan. Olson Associates will partner with you on your unique financial journey through comprehensive financial services to help you make prudent decisions along the way.
What We Will Cover:
- Building your retirement income plan together
- How to match asset allocation suited to your actual retirement plan
- 401k Retirement Planning and IRA Planning
- Incorporating future-based tax strategies for your Employee Stock Ownership Plan (ESOP)
Date and Time
Tue, Mar 29, 2022
12:00p - 1:00p EST
Location
Webinar & Phone Conference
Note
One of our team members will reach out to you with login/call-in information the day prior.