Jason Landers, CFP and Kyle Findlay, CFP of Keel Point, LLC, would like to invite you to join us for this virtual financial workshop amidst the recent volatility due to COVID-19.
In this discussion, we will address the current state of the financial markets and global economy, along with some of the main planning topics that families encounter as they navigate the course of their financial journey.
Some Specific topics include optimizing tax efficiency with IRAS, quantifying portfolio risk, weathering recessions, and how to not outlive your money.
We hope you will be able to join us.
Thursday, July 9, 5:30PM-6:30PM