Retirement Workshop with Paul Hansen

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. Paul Hansen, a seasoned accountant and financial advisor, 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

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.

Date: Thursday, September 12th

Time: 6:30-7:30PM

Venue: Richland Library