Retirement and Estate Planning 101 for Women
Afraid you can’t afford to retire? Will you stay ahead of inflation and not outlive your money? Concerned about the stock market? We will help answer these questions along with discussing social security, how to convert a 401(k) plan to an income stream you won’t outlive, ways to help minimize your taxes in retirement and options to help protect your investments from market fluctuation. Even everyday folks need an estate plan. A well-crafted estate plan saves your family undue grief and cost by ensuring your assets are distributed as you wanted. Whether your assets are worth thousands or hundreds of thousands, it's important to protect everything you worked so hard to earn. Learn how to avoid unnecessary expenses and fees, how to reduce or eliminate taxes and how to maximize the transfer of your real estate, investments, and personal belongings to your loved ones and/or charitable organizations. This series is taught by a financial professional with over 43 years of experience. Along side of her is a panel of experts.
Date and Time
Thursday Mar 6, 2025 Thursday Mar 13, 2025
Thursday March 6th 6-8pm Thursday March 13th 6-8pm
Location
Merkley Wealth Associates 6911 Vista Drive West Des Moines, IA 50666
Fees/Admission
N/A
Website
Contact Information
Jennifer Lovell
515-779-1733
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