Reengineering Your Retirement Plan
A Retirement Planning Workshop for Adults 55+
Does retirement planning give you a headache?
Take two aspirin and register for this workshop.
Join Charles Welde, CPA, CFP®, for a clear and practical discussion of three critical risks that can derail an otherwise solid retirement plan.
In this complimentary educational workshop, you’ll discover:
✅ Why a true retirement strategy is more than a strong portfolio
✅ How proactive tax planning can help you preserve more of your retirement income
✅ Smart approaches to legacy planning to help avoid tax burdens for your heirs
And much more!
Save My Spot!
Event Details
Tuesday, September 29
6:15 – 8:00 p.m
Teca Newtown Square
191 S Newtown Street Road
Newtown Square, PA 19073
Bonus for attendees: As a thank-you for attending, you’ll receive a complimentary copy of The Bucket Plan®: Protecting and Growing Your Assets for a Worry-Free Retirement, as well as an invitation to schedule a complimentary one-on-one consultation with Charles to review your individual situation and apply what you’ve learned.
This workshop could help strengthen the next 20 years of your retirement.
Seats are limited — Save yours now!
Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("Prosperity") an SEC registered investment adviser with its principal place of business in the State of Ohio. Prosperity and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which Prosperity maintains clients. Prosperity may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by Prosperity with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. The CP Welde Group and Prosperity are separate, non-affiliated entities. Prosperity does not provide tax or legal advice. Information received from this website should not be viewed as investment advice. Content may have been created by a Third Party and was not written or created by a Prosperity affiliated advisor and does not represent the views and opinions of Prosperity or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. Prosperity is not responsible for and does not control, adopt, or endorse any content contained on any third party website. For information pertaining to the registration status of Prosperity, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about Prosperity, including fees and services, send for our disclosure statement as set forth on Form ADV from Prosperity using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
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