Retirement and Estate Strategies - JFW
This workshop covers important considerations for building a solid retirement strategy, including how to accumulate and distribute money for retirement, how to pass money onto heirs or charities in a tax wise manner, how to reduce IRS impact on your money, and successful investing in today's market conditions. Presented by: Brian Naber, Wealth Advisor, CFP®, LUTCF, FIC, RICP® |