Click here to watch our 2023 Retirement Readiness Webinar replay. In this informative presentation, Melissa Joy CFP founder of Pearl Planning, Jay Fradenburg, AIF and Alexa Kane, CFP cover these important retirement readiness topics:
- The knowledge gap
- A Financial Planning perspective on retirement
- Retirement spending strategies
- Benefits of working with a financial planner
Need to chat now about your accounts or financial plan? Contact us here: https://pearlplan.com/contact/
While we are familiar with the tax provisions of the issues that will be presented, Pearl Planning is not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional. Investment advisory services offered through Pearl Planning, a DBA of Stephens Consulting LLC., an SEC registered investment advisor.
Melissa Joy, CFP®, CDFA® is President and Wealth Advisor at Pearl Planning. Reach out for a call today at 734.274.6744.