In this informative presentation, Melissa Joy CFP® founder of Pearl Planning, Jay Fradenburg, AIF® and Alexa Kane, CFP® will cover the knowledge gap, a Financial Planning perspective on retirement, retirement spending strategies, and benefits of working with a financial planner.
Need to chat now about your accounts or financial plan? Here are links to schedule an update with one of our team members HERE.
While we are familiar with the tax provisions of the issues that will be presented, as Financial Advisors at Pearl Planning, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional. Investment advisory services offered through Pearl Planning, a DBA of Stephens Consulting LLC., an SEC registered investment advisory.