SBDC hosted 7 Strategies for Financial Success

This presentation delivers actionable steps for professionals, pre-retirees and business owners aged 45-65 wondering “can I retire yet?”, who are focused on building and preserving wealth. Topics include:
• Budgeting for cash flow to generate long term wealth
• Optimizing strategies for tax efficiency
• Investing before and after retirement
• Tips for maximizing the shift from wealth building to wealth preservation
• Strategies for future income replacement

Whether you are planning ahead or refining your current financial strategy, attendees will gain practical tactics to create lasting financial success.

Speaker: Ava Elkins, AAMS
Financial Advisor Investment
Management Consultant
Raymond James & Associates