Description
Live webinar and Q & A with Financial Advisor and CPA.
Every day in the United States, 10,000 people turn 65, and the number of older adults will more than double over the next several decades and represent over 20 percent of the population by 2050.*
Financial Advisors offer varied financial services, based on the focus and expertise of their team. CPAs and other tax professionals offer clients their view on most tax-efficient sources of income they will need in their lifetime.
Here at CSV Financial Advisors, we collaborate to strive to understand clients' goals, then help create a wealth strategy, targeting definition of your top three factors in a sound income plan:
Helping create a strategy to help provide
- Income for life that
- Addresses inflation, and
- Address risk.
In this discussion we want to provide you the opportunity to test your current strategy work with the information a CPA and Financial Advisor are considering.
*Source: ©2019 | This report was produced by FP Analytics, in collaboration with and underwritten by AARP. FP Analytics is the independent research and analytics arm of the FP Group. For more information, visit: aarpinternational.orgFor a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
5801 Duluth Street, Suite 360, Golden Valley, MN 55422. Securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC a broker-dealer and registered investment advisor. Cetera is under separate ownership from any other named entity.
Date and Time
Wed, Jul 31, 2024
12:00p - 12:30p CST