Estate Planning

Savvy IRA Planning for Boomers

By Barber Financial Group

January 11, 2019

Savvy IRA Planning for Baby Boomers

IRA Planning is Complicated, We’re Here to Help

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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Items Mentioned in this Webinar:

The SECURE Act & Your Retirement

If you would like to discuss a IRA planning strategies with a financial planner, we can help. To get a complimentary consultation, give us a call at 913-393-1000 or schedule a complimentary consultation below.

Schedule Complimentary Consultation

Select the office you would like to meet with. We can meet in-person, by virtual meeting, or by phone. Then it’s just two simple steps to schedule a time for your Complimentary Consultation.

Lenexa Office Lee’s Summit Office North Kansas City Office

Investment advisory services offered through Barber Financial Group, Inc., an SEC Registered Investment Adviser.

The views expressed represent the opinion of Barber Financial Group an SEC Registered Investment Advisor. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Barber Financial Group does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.