Lunch and Learn at Rose Wealth
June 19 @ 12:00 pm - 1:00 pm
We will be hosting a Lunch and Learn for those who missed our lunch events this month.
Retire With Confidence Your 2026 Roadmap
Join us for a complimentary educational luncheon for you and a guest designed to help retirees and pre-retirees understand important financial and retirement planning strategies. Our Retirement planning lunch will be fun and informative.
Topics Discussed Include
Join us for a complimentary educational luncheon designed to help retirees and pre-retirees understand important financial and retirement planning strategies.
Taxes: Learn how to reduce taxable income in retirement.
Income in Retirement: Develop strategies to provide a reliable income stream throughout retirement.
The Markets: Learn how to assess the risk level of your portfolio and align it with your goals.
Roadmap: Learn how a comprehensive financial plan can help achieve long-term retirement goals.
Estate Planning: Important steps to help protect your family.
Retirement planning lunch