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Retirement Preparation Workshop: 09-08-18
Written by Richard Rosso | Jan 25, 2018
The Retirement “Right-Lane” Workshop
Learn the steps pre-retirees must take before their retirement date. Also learn to avoid common mistakes retirees make.
Location:
Pearland Courtyard Marriott
11200 Broadway St
Pearland, TX 77584
Located in: Pearland Town Center
Phone: (713) 413-0500
Date/Time:
September 8th, 2018 9-11 am
Richard Rosso, MS, CFP, CIMA is the Head of Financial Planning for RIA Advisors. He is also a contributing editor to the “Real Investment Advice” website and published author of “Random Thoughts Of A Money Muse.” Follow Richard on Twitter
Customer Relationship Summary (Form CRS)
2018/01/25
