Learn how to plan for care without draining your nest egg that you have worked so hard to build. Learn how to be prepared for a health event while keeping your retirement healthy.
FORMAT: In-Person Classroom
INSTRUCTION METHOD: Presentation/Discussion
AGES: Adults 18+
EXPERIENCE LEVEL: Any
PREREQUISITES: None
WHAT TO BRING:NA
FEE AMOUNT: Free
INSTRUCTOR NAME: Josh Gifford- Premier SW Planning
Josh Gifford is an investment advisor representative for Premier Southwest Planning Group LLC and Principal & CEO of Integrity Wealth Partners AZ LLC. He has over 13-years’ experience in retirement planning where’s he’s helped hundreds of families and businesses navigate life’s transitions. He focuses on income and estate planning — helping people manage both the accumulation phase as they build wealth during their working years, and the distribution phase in retirement when they use their savings to cover their living expenses.