This workshop is extremely popular and SEATING IS LIMITED. Reservations and confirmations are required.
Here’s what you’ll learn:
About your host
At this COMPLIMENTARY event you will:
- Learn why income planning for women 55+ is even more important than it is for men.
- Find out which Social Security pitfalls to avoid and 4 things you must know before claiming benefits.
- Identify the major issues the death of a spouse can cause if you are not prepared.
- Learn steps to take to feel more confident about retiring (especially if you don't know where to start).
Event Details
Thursday, July 24th
6:15pm
The Holland Center
34250 N. 60th St.
Scottsdale, AZ 85266
Rich DeFrancesco brings a wealth of experience and knowledge to his role as Wealth Manager. With over a decade in the financial services industry and as a Certified Financial Planner (CFP®), his professional career is dedicated to helping families achieve their financial goals. In his role, Rich provides tailored financial strategies that empower clients to realize their aspirations and secure their financial futures. Known for his easy-going demeanor combined with a hands-on attitude and a passion for problem-solving, Rich excels in creating a comfortable and trustworthy environment for clients, ensuring that their financial journeys are both smooth and successful.
Rich DeFrancesco, CFP®
Want to feel more prepared?
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https://www.napa-net.org/news-info/daily-news/only-1-5-women-%E2%80%98very-confident%E2%80%99-they-can-retire-secure-lifestyle
Special Retirement Workshop for Women 55+ in the Scottsdale area!
