An educational series offered to clients, friends and the community complimentary of Carnegie Investment Counsel .
- This event has passed.
How Much is Enough? Retirement Planning in an Uncertain World.
March 9, 2016 @ 12:00 pm - 1:00 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?
- Interactive Q&A.