Retirement Planning Tools: Tools to help you answer 2 questions: Where do I stand? Am I saving enough?

Speaker:

Dev Shah, CIMA®

Market Leader – Blackrock Investment Management

This lunch and learn will examine some online tools to assist you in building a financial plan and monitoring your investments as they relate to your goals and objectives. This will include demonstrations on how to access these resources online. You will walk out of this event with the tools to help you see if you are on track.

RSVP to Carrie Wilson at carrie.wilson@stronggaddylee.com or 770-534-0727

Lunches will begin promptly at 12pm Noon for time sensitive matters.

*All events will be held at the United Way 527 Oak Street, Gainesville, GA 30501

LPL Financial is not affiliated with Blackrock Investment Management. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services offered through IFG Advisory, LLC, a registered investment advisor. IFG Advisory, Strong, Gaddy, Lee Wealth Management Group and Blackrock Investment Management are separate entities from LPL Financial. All investing involves risk including loss of principal. No strategy assures successor protects against loss.