Objective Tax and Financial Planning Guidance for You and Your Retirement Accounts
The Integrated Wealth Strategies, LLC
Lunch/Dinner Program
Lunch/Dinner Program
Do you have questions about your retirement account or strategies relating to retirement account investing?
Retirement planning and all the particular rules and issues surrounding self-directed investing can seem confusing and daunting at times. So before you take the plunge and get involved in some retirement structure or strategy that might or might not be exactly right for you, take the time to ask questions and educate yourself.
Retirement planning and all the particular rules and issues surrounding self-directed investing can seem confusing and daunting at times. So before you take the plunge and get involved in some retirement structure or strategy that might or might not be exactly right for you, take the time to ask questions and educate yourself.
So Eric Wikstrom, founder of Integrated Wealth Strategies, LLC invites you to bring your questions, strategies and ideas and discuss these over lunch or dinner. You get answers to your questions and you'll come away from the lunch/dinner meeting with a better sense of what types of strategies actually work best for you.
Here's how this works: You pick the date, lunch or dinner, the restaurant of your choice from the list at right and the time is on us. You just pay for the meal!
Here's how this works: You pick the date, lunch or dinner, the restaurant of your choice from the list at right and the time is on us. You just pay for the meal!