Join Morris Hall
, CMW Wealth Advisors
and Desert Foothills Accounting
for a comprehensive view of how each fit together to balance and support your goals.
At this presentation you will learn more about:
• The necessary estate planning steps to take before retirement.
• Why a will is not enough
• Understanding you 401K and other retirement plans.
• Retirement Readiness - How much is enough?
• Successful planning for taxation in political uncertainty.
• The Financial Services Industry - What you don't know can hurt you.
• Why creating a tax framework is important.
• Your investment portfolio: Common sense strategies with simple tools.
David L Maurice
, M.Div., CFP - Where is the economy headed and what does that mean for my money now?
Lois A Carrier
, MAT, CFP - Financial Services: One Industry - two models: Advice vs Sales.
Emily A Griffin
, CPA, MST - Successful planning for business and individual taxation in political uncertainty.
, Attorney at Law - Necessary estate planning steps everyone must have before they retire.
To RSVP fill out form below or call 928.778.2655