2020 & Beyond:
Personalized Retirement Planning Strategies

Built by 40 Years of Family Experience to Serve our Local Communities 

Presented by Erick Olson, CFP®

 

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What we will cover in our Retirement Planning Workshop:

Net Unrealized Appreciation

401k Retirement Planning and IRA Planning

How to build portfolios in retirement and learn about asset allocation

Building the Retirement Income plan together

 

Location:

Brookfield Country Club Room

100 Willow Run Rd, Roswell, GA 30075

 

Choose a session that works for you: 

March 17th Lunch 11:30AM Register Here>

March 17th Dinner 6:00PM Register Here>

March 24th Lunch 11:30AM Register Here>

March 24th Dinner 6:00PM Register Here>

 

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About the Speaker: Erick Olson, CFP®

With 20 years of experience in the Financial Planning business, Erick leads the firm in strategically helping clients reach saving and investing goals. Erick builds a financial plan based on all aspects of their financial lives including Retirement Empowerment, Children's Educations, Survivor Needs Planning and Estate Planning.

 

Collaborative approach to decision-making | 40- years of Expertise built through experience | Partnerships built on Transparency