Compelling Wealth Management Conversations

  Compelling Wealth Management Conversations - F20
  7:00 PM - 8:30 PM
  Perkiomen Valley High School:

Sorry this class has been cancelled

Event Actions

Sorry this class has been cancelled


Class will be held in room #134.


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.