Carnegie College

An educational series offered to clients, friends and the community complimentary of Carnegie Investment Counsel .


Loading Events

« All Events

  • This event has passed.

How Much is Enough? Retirement Planning in an Uncertain World.

March 9, 2016 @ 12:00 pm - 1:00 pm

Free

Come with your retirement questions ready! Carnegie’s own Bob Carroll, CPA, CFP®, CDFA™ will lead the conversation, ending with an interactive Q&A.


Key Points:

  • Straight talk on distribution rates in retirement.
  • Planning your legacy.
  • Sexy tax planning opportunities. Okay, taxes aren’t sexy, but we got your attention didn’t we?
  • Interactive Q&A.

Details

Date:
March 9, 2016
Time:
12:00 pm - 1:00 pm
Cost:
Free
Website:
http:////info.carnegieinvest.com/carnegie-college-retirement-planning

Organizer

Venue