Retirement is a Journey Not a Destination
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.
No charge, no honorarium, no mileage costs. This guest speaker is free to groups in Indianapolis!
Joseph A. Clark CFP
Managing Partner, The Financial Enhancement Group
Financial SpeakerJoseph A. Clark, CFP, is a Certified Financial Planner and has been in the financial services industry for more than...
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Critical Tax Decisions That Will Impact Your Retirement
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...
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