Topics that will be covered:

The New Retirement Reality

Understand today's retirement landscape, including longer lifespans, changing financial needs, and strategies for a confident retirement.

Roth Conversions

Learn how Roth conversions work, when they may make sense, and the potential tax benefits they can provide in retirement.

Estate Planning as Family Planning

Discover why reviewing your estate plan after a move is essential and how family conversations can help ensure your wishes are clearly understood.

Aspendale Scottsdale: 480-397-1421

aspendalescotts@greystar.com