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(888) 557-5715
(888) 557-5715
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Plano Client Appreciation Event

Steps2Retirement Workshop

Hosted By
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Hosted By
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JJ Kerksieck

Workshop Info

Address
2000 E Spring Creek Pkwy, Plano, TX 75074
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What You'll Learn

We’re going to show you what you need to be doing now to properly balance your portfolio to reach your goals.

We’ll explain strategies to help you maximize your Social Security benefits, and minimize your tax burden.

We even explain how tax and financial planning can help you keep what you’ve earned and grow your retirement wealth - something your accountant can’t do.

Not Seeing a Workshop in Your Area?

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Questions?

Why should I integrate my financial plan with my estate plan?
Why do I need a custom financial plan that’s personalized for me?

How do I organize my financial plan?
How do I avoid running out of money in retirement?
What makes a fiduciary financial advisor different from the other guys?
ADV Part 2A
ADV Part 2B
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888-557-5715 • © Oath Planning, LLC

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DISCLOSURE Oath Planning, LLC (“Oath Planning”) is a registered investment adviser located in Arkansas, Arizona, California, Colorado, Florida, Iowa, Kentucky, Maine, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, and Utah. Oath Planning and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisers by those states in which Oath Planning maintains clients. Oath Planning may only transact business in those states in which it is registered, notice filed, or qualifies for an exemption or exclusion from registration or notice filing requirements. Oath Planning’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. No statement on this website should be interpreted or relied upon as financial or investment advice. This website should not be used as a substitute for competent financial advice from a licensed professional financial advisor.
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