Next Steps Meeting

Are your retirement assumptions misguided?

4a Transition

Consider This Program with Joe Clark, CFP, and Grant Soliven.
In this segment we will cover:

4a Transition

When planning for retirement, there are certain triggers or transitions that can push you closer to making a decision to leave the workforce. It is important to have a strong financial plan to prepare for these changes. Call 800-928-4001 or email us at talktofeg@yourlifeafterwork.com to schedule your complimentary Next Steps meeting today.
Article: Seasons change, and so does tax planning. Seasons Change And So Does Tax Planning – The Financial Enhancement Group (yourlifeafterwork.com)

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Joseph Clark, CFP®

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