Description

What's your vision? 

How much do I need? 

How do I start? 

Building a portfolio? 

This process begins with you vision for retirement, which includes when you want to retire and your desired retirement lifestyle. 

We'll focus on where you are today - 

Your income, expenses, assets and debt - and where you want to be. 

We'll learn all this and more! 

Join us for an informative Lunch & Learn! 

Sponsored by Lee Iredell, Chris Einwalter & Edward Jones 

Refreshments provided