Maximizing Financial Strategies for Your Retirement (for the Greater Washington Society of CPAs)
August 22 @ 11:00 am - 12:00 pm Eastern
Are you financially prepared for retirement? Join Reema Patel, CPA, CFP® and Stephanie Anderson, CFA, CFP®, CDFA®, respectively partner and senior manager of financial planning and wealth management for an insightful presentation on comprehensive retirement planning for the Greater Washington Society of CPAs (GWSCPA). Reema and Stephanie look forward to delving into crucial aspects of preparing for a secure and fulfilling future as you approach your retirement. Some key topics include:
- Financial Strategies: Learn effective ways to save and invest for retirement, including 401(k) plans, IRAs and other investment vehicles.
- Estate Planning: Guidance on how to protect your assets and ensure your wishes are carried out through proper estate planning.
- Tax Planning: What you can do now and in early retirement years to reduce taxes.
Non-members of GWSCPA will be charged a $49 registration fee.
For more information and to register, click here.