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Welcome!


Thank you for your interest in our Financial Planning and Retirement workshop!

During this workshop, you will learn actionable strategies that can help you focus on what you enjoy most without having to access dollars from your retirement account so they can continue to grow. You'll learn how to live the life you want today - and in the future - by understanding the basics of developing a smart investment plan. You will also learn how to identify risks and red flag items to watch for, as well as learn how to create a meaningful legacy today and for when you're gone.

We look forward to you joining us for this exciting and informational workshop!




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