Year End Checklist

JOIN US FOR AN EDUCATIONAL EVENT THAT WILL HELP YOU LEARN THE FOLLOWING:

• GOAL PROJECTIONS – 2023 SAVINGS PLAN – ARE YOU ON THE RIGHT PATH?
• TAX PLANNING – 2022 END OF THE YEAR TAX PLANNING
• RISK ANALYSIS – WAYS TO MINIMIZE RISKS IN VOLATILE TIMES
• INVESTMENT ANALYSIS – AM I IN THE RIGHT INVESTMENTS IN THE GLOBAL ECONOMY?
• BUDGETING PROJECTIONS – HOW INFLATION AND HIGHER INTEREST RATES MAY IMPACT YOUR RETIREMENT SAVINGS

ACT FAST BECAUSE SEATING IS LIMITED.