“Hazy” yes, but “lazy days of summer” no – It’s been a busy summer. We greatly appreciate playing a role in your lives – keeping you on track, helping you think things through, or just listening. Please join us next Wednesday, Aug. 22nd at 4:30 p.m. PST for our quarterly conference (30 – 45 minutes). We host them to keep you informed and educated, and more importantly, to discuss what’s on your minds.
We’ll cover several areas that may impact your lives and accordingly, may require adjustments in your financial plans:
- 3 Phases of Retirement – A recap to our 3 part series
- Challenges Facing Young Adults – Debt free, shifting retirement vs college funding
- Investment strategy updates
- What’s on your mind?
And feel free to share this invitation with family and friends. Please RSVP to Kirstin and she’ll send you a link to log on.
We look forward to talking with you soon!
Brian & Kirstin