Helping you remove the hassle of properly coordinating all of your financial affairs, so you can live a happier life and enjoy retirement.
A strategic planning framework for building and coordinating a retirement portfolio at the $2M level.
What you’ll learn:
- Savings and allocation considerations
- Tax strategy and withdrawal planning
- Risk management approaching retirement
- Income sustainability planning
Who it’s for:
Pre-retirees aiming to build a structured retirement strategy.
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