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9 Strategies to Help Protect your Retirement with Joseph Ortiz of Edward Jones (Lunch is on us!)

April 19, 2024 12:00 PM - 1:00 PM (MDT)

Description

Lunch is on us! Come and meet your host, Joseph Ortiz and learn about "9 Strategies to help protect your retirement" including small gifting strategies for grandchildren, how to tap into your 401K, and the 5 myths about HSAs. Bring a guest and join the Ahwatukee Chamber and Joseph Ortiz for Outlook and Opportunities luncheon. We'll discuss how current market conditions and the political, economic and cultural forces that shape our markets can affect you as an investor. Please use the RSVP form below or call today to reserve space for yourself and a guest at this event. We look forward to seeing you! Lunch is on us at Va Bene.


Location

Va Bene

In the Community Room
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Contact Information

Name: Joseph Ortiz
Email: joseph.ortiz@edwardjones.com
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