Featured Events
Complimentary Workshop- Understanding your Retirement Options
You and a huest are cordilally invited to a Complimentary Workshop on Understanding your Retirement Options. Presented by Davis Wealth Management.
These workshops are scheduled for Thursday June 2nd at 12p or 6pm and Tuesday June 7th at 6pm.
Class seats are limited so register today. Advanced registration is required at http://www.daviswealth.net/events or call (208) 629-5008
You will discover how to:
Determine if you have enough money for retirement.
Protect your assets in a rising tax rate environment
Use the 3 basic types of retirement accounts to maximize cash flow in retirement
Evaluate the benefits of a Roth Conversion
Maximize Social Security Income
Protect your portfolio against stock market loss during retirement
IRA & 401(k) Management- What are my options if I have experienced tremendous losses or recently left my employer
My Legacy- how to ensure an income-tax-free inheritance for my heirs
Date and Time
Thursday Jun 2, 2016
12:00 PM - 1:00 PM MDT
Thursday June 2nd 12pm or 6pm or Tuesday June 7th at 6pm.
Location
Boise State- Meridian Center Classroom #106 2950 Magic View Drive Meridian, ID 83642
Fees/Admission
Complimentary Workshop. No charge. Light Refreshments will be served.
Contact Information
Register online, or call registration hotline (208) 629-5008
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