Compelling Wealth Management Conversations

  Compelling Wealth Management Conversations - F20
  10/27/2020
  Tu
  7:00 PM - 8:30 PM
  Perkiomen Valley High School:
  $25.00

Sorry this class has been cancelled

Event Actions


Sorry this class has been cancelled

Schedule

Class will be held in room #134.

Info

With 75 years of combined experience the financial advisors at Financial Voyages, LLC have put together a presentation that answers some of the most frequently asked questions from investors and retirees. Topics covered in the seminar will include: Roth vs Traditional Retirement Accounts, questions about paying off your mortgage, and behavior finance topics. We will also cover recent changes to tax law such as the SECURE act of 2019. Be sure to bring questions with you because there will be plenty of time for Q&A.