Should I start an IRA? When should I take Social Security? What if I outlive my savings? Will I ever be able to retire?
If you've ever asked yourself these questions, then this seminar is perfect for you! Sue Burnett of Monarch Financial Solutions will help you find your financial balance during these challenging economic times! Creating budgets, saving for retirement, and paying down debt are just a few of the topics in this much-needed discussion, which includes Q&As and case studies. With the ups, downs, and sideways movements of the market, a financial balance will help make sure that you’re financially secure today, tomorrow, and beyond.
In this session, you will learn:
How to create a budget
Ways to save, with pros and cons
How to set financial goals and how to stick with them!
How to see the opportunities within the current chaos
Sue is an independent investment advisor and credentialled actuary with over 25 years of experience, providing a depth and breadth of knowledge on all aspects of financial planning. She partners with both business owners and individuals to focus on wealth management, tax strategies, risk management, and business planning - by focusing on her clients' overall financial picture, and their goals and objectives, Sue creates strategies that will help achieve success today, tomorrow, and in the future.
|Start Date||07/01/2020 11:30 AM|
|End Date||07/01/2020 01:30 PM|
|Informal Networking||11:00 AM|
Terrace Park Country Club
5341 S Milford Rd
Milford OH 45150