On Wednesday, March 18th at 7:00, Net Worth Advisory Group will be hosting a free retirement workshop to familiarize investors with the 20 major decisions that must be addressed to successfully transition into retirement. Questions that will be address include:
-Do I have enough money to retire now?
-How do I properly handle my 401(k)?
-When should I start taking social security?
-How should I diversify my investment portfolio?
-How much money can I safely withdraw from my nest egg?
Attendees will receive a complimentary copy of The Retiring Boomer's Financial Handbook as it will be used to guide the class discussion. Additionally, dinner will be served.
Net Worth Advisory Group is a fee-only (no commission) financial planning firm specializing in helping clients prepare for and transition into retirement. More information can be obtained about Net Worth Advisory Group at http://www.networthadvice.com. For a flyer about the seminar visit http://www.utahfinancialadvisor.blogspot.com.
The Retirement Planning Workshop will be held at:
American Towers
Community Room
300 South 44 West
Salt Lake City, UT 84101
WHEN:
Wednesday, March 18th. 7:00 - 8:30 pm
To RSVP to the event, contact:
Lon Jefferies
801-566-0740
lon@networthadvice.com
About Lon Jefferies:
Lon Jefferies is an investment advisor representative with Net Worth Advisory Group, a fee-only financial planning firm. He is a member of the National Association of Personal Financial Planners (NAPFA) and a candidate for CFP™ certification. He possesses an MBA and bachelor's degrees in Finance and Marketing from the University of Utah. He can be contacted at lon@networthadvice.com or (801)566-0740.
View my blog at: http://www.utahfinancialadvisor.blogspot.com
