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Join me, financial advisor and attorney, Carrie Russom Quraishi for an informative LIVE in-person workshop! Retirement planning is not one-size-fits-all. By attending this workshop, you'll see that you can achieve your dream retirement with the proper planning.
Sorry! No Retire SMART Workshop scheduled right now! Stay tuned for the next one.
What You Will Learn:
- Why one-size-fits-all approaches don't work
- Why the traditional advice no longer aligns with today's retirement landscape
- The 5 critical areas that need to be part of your retirement strategy
- The difference between tax preparation and tax planning
- And the key to managing investment risk so you don't go broke in retirement
This workshop is best suited for individuals or couples who have at least $250,000 in investable assets.