Description
Retirement Planning in Today's Economy
This two night event will present a thoughtful and insightful approach to retirement spending, investing and planning.
Thursday, November 3rd
6:30 - 8:30pm
Course Topics
• Investment Planning • Income Planning
Healthcare Planning • Tax Planning • Estate Planning
When you attend the event, you will receive a comprehensive 164-page workbook.
Meet Your Instructor
Thomas Wade RICP®
Tom Wade has over 30 years of experience working in the financial services industry. In 2004 he sold a national wholesale firm to an international financial institution and then started Income Planning Group, LLC. Tom built the firm with the understanding of what clients need. The firm was built as an independent advisory group made up of Financial Advisors, an Enrolled Agent, an Estate Planning Attorney and a knowledgeable support team.
Outside of finance, Tom enjoys keeping active with golf and spending time with his family
Date and Time
November 1 - November 3, 2022
6:30p - 8:30p PST
Location
Plymouth Community Center
Note
We will be in the Aspen Room.