Broker Check
05 June
Retirement Empowerment Workshop - for New & Prospective Clients


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:

  • 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)

Dinner will be provided. 

Date and Time

Wed, Jun 05, 2024

6:30p - 7:30p EST


Olson Associates

701 Bombay Lane
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Event Registration