Date and Time
Thursday Jun 8, 2023
11:30 AM - 1:00 PM MDT
Location
South Valley Chamber
(Mountain America Credit Union Corporate Office)
9800 S. Monroe Street
Sandy, UT
Fees/Admission
$10.00 (includes lunch)
Contact Information
Jayme Jensen
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Description
Whether married, single, widowed, or divorced, no woman nearing retirement can afford to miss this event!
90% of women will eventually be FULLY RESPONSIBLE for their household finances. Only 20% FEEL PREPARED.
Join us for an exclusive and interactive luncheon designed specifically for women who are or will become the primary controllers of their household finances…
Discussion topics include:
* How to build an income plan that you, nor your family will outlive
* Optimization strategies to help you get the most from Social Security
* How to build an estate plan that protects your legacy from probate
* How to minimize fees and unnecessary taxation
* AND Potential "what-if" scenarios
Investment Advisory Services are offered through Elevated Capital Advisors, LLC. An SEC Registered Investment Advisor
