All Topics in Indianapolis
It’s as easy as 1, 2, 3: Browse for a topic, Click the orange request button, Fill out the contact form.Now the speaker will contact you in the next few days to coordinate details.
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Retirement is a Journey Not a Destination
Joseph A. Clark CFP, Managing Partner, The Financial Enhancement Group
TOPIC CATEGORY: Financial
During this 50 minute discussion Joe will share with you the three phases of finance that every successful retiree will go through in their financial journey. He will share the most important objectives for each of the three stages and what you need to do to be successful in that phase of finance. Joe will also give you suggestions on how to make up for things missed in the past. MORE >
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Critical Tax Decisions That Will Impact Your Retirement
Joseph A. Clark CFP, Managing Partner, The Financial Enhancement Group
TOPIC CATEGORY: Financial
During the 50 minute conversation Joe will guide you through the pitfalls and failing to understand how taxes work with retirement. "Markets go up and down but when you send a check to the IRS rarely is it returned!" This discussion will help you to better plan a strategy that gets the most out of your retirement by paying the IRS the right amount and at the right time. MORE >