Personal Financial Health/Wellness Event for the NCCPD

During the event, Austin and Landon will spend time discussing the following topics:

• Retirement Overview (403(b), Pension Plans, Backdoor Roth IRA’s, SEP IRA’s, 457 plans)
• Tax-Efficient Investing
• Student Loan's & Debt Management (Updates on PSLF, Refinancing with a private bank)
• Asset Protection Overview (How to protect what you own)
• Mortgages (Down payments, renting vs owning)
• College Funding (529 college savings strategies)
• Current State of the Economy

Austin and Landon are not a legal attorney or tax professional and do not offer tax or legal advice. Specific tax and legal consequences should be verified by your tax advisor and legal counsel.

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