Retirement Workshop

As retirement draws near, it is important to develop a custom financial roadmap for yourself to ensure you are prepared for the most undefined stage of your life. HFG Trust Advisor, Paul Hansen,  will be reviewing:

  1. Allocation strategy for a portfolio preparing for retirement
  2. Evaluating bond funds
  3. Evaluating stock funds
  4. Properly utilizing target date funds
  5. 401k accounts vs. IRA’s in retirement

Date: Tuesday, July 23

Time: 7-8pm

Venue: Richland Public Library| 955 Northgate Dr. Richland WA 99352

If you are preparing to retire and would like some FREE advice, RSVP and we will reserve a seat for you. Light food and beverages will be provided.