We hosted an informative session on Individual Retirement Planning, presented by Accountants Raksha Rathod and Heena Patel, along with Arianna Gonzalez, Client Services Manager.

The speakers shared practical insights and strategies to help individuals effectively plan for retirement. The discussion addressed key considerations, common planning challenges, and opportunities to build a secure financial future.

Whether attendees were just beginning their retirement planning journey or refining an existing strategy, the webinar offered valuable guidance and actionable takeaways. The session was engaging, informative, and well received by participants.

Listen in to know more!