Financial Advisor Drew Jones presents an updated version of our Savvy IRA Planning for Boomers webinar. IRA Planning is a complex process. Factor in recent changes from the SECURE Act, and it gets even further complicated. We’re here to clear up the noise as Drew presents Savvy IRA Planning for Boomers. If you want to attend one of our live webinars or workshop, check out our schedule events on the Events page.
If you have questions and would like to talk to someone about your IRA, we’re here to help. Give us a call at 913-393-1000 or fill out the form below for your complimentary consultation.
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To schedule a conversation for a no-obligation second opinion or to talk to one of our professionals regarding retirement planning, insurance, estate planning, tax planning, or Social Security click below to start the conversation.