Date & Time:
9:00 am – 9:30 am
If you or someone you know is nearing retirement or just looking for general information about investments, strategies, and a detailed retirement analysis, turn to M3 Financial for insight and guidance. Bi-monthly, Nicholas Natzke, Wealth Advisor with M3 Financial offers a complimentary, 30-minute educational session focused on the ins and outs of the retirement journey. Bring your questions and join us the second Tuesday of the month, February through December 2024.
Session Topics Include:
- What is a financial plan?
- What is the probability of hitting my retirement goals?
- Where do I invest my money?
- What is my income and distribution strategy?
This event is complimentary and educational only. M3 Financial will not be selling any services.
Investment advisory services offered through M3 Financial, a registered investment advisor.