An educational series offered to clients, friends and the community complimentary of Carnegie Investment Counsel .
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How Much is Enough? Retirement Planning in an Uncertain World.
March 9, 2016 @ 6:00 am - 7:00 pmFree
Come with your retirement questions ready! Carnegie’s own Bob Carroll, CPA, CFP®, CDFA™ will lead the conversation, ending with an interactive Q&A.
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?