Empowering Women for Today's Retirement

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
 

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