November 7, 2023
6:30pm - 8:30pm

Cooper's Hawk Winery & Restaurant - Avon, 8696 East US Highway 36, Avon, IN, USA

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  • The top 3 pitfalls investors face in retirement and how to prevent or correct them.
  • Opportunities to optimize taxes for retirees and pre-retirees.
  • The biggest retirement planning risks that most financial advisors aren't discussing - and very few are solving.