Coffee Talk: Mid-year Retirement Check Up

Date: July 17th, 2024

Time: 10:00 am

Location: Fullerton Financial Planning Corporate Office

Address: 14155 N 83rd Ave, Suite 144, Peoria AZ

We are excited to invite you to our Mid-Year Retirement Check Up Coffee Talk! This is a great opportunity to review your financial health and ensure you're on track for a secure retirement.

What We'll Cover:

1. Review Your Portfolio:

• Check if your investment mix aligns with your goals.
• Adjust as needed to manage risk and performance.

2. Check Your Retirement Plan:

• Ensure your savings and strategy are on track.
• Make adjustments to match your risk tolerance.

3. Revisit Your Insurance Needs:

• Verify that your life, disability, and long-term care policies meet current needs.
• Ensure policies are titled correctly and benefit levels are appropriate.

4. Refresh Your Estate Plan:

• Update your will, trusts, and power of attorney documents.
• Confirm that your asset distribution plan reflects your current wishes.

5. Identify New Tax-Saving Strategies:

• Look for potential tax-saving opportunities.
• Analyze income sources for tax efficiency.
• Explore strategies like charitable donations and tax-advantaged accounts.

Don't miss out on this chance to sip coffee and secure your future! Space is limited, so be sure to reserve your spot today.

Host or Publisher Fullerton Financial Planning