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May 27th Focus Group

May 27 @ 7:45 am - 9:00 am

Improving your personal financial and retirement situation by using current economic data/forecasts to guide decision-making – is this possible?

Larry Takahashi, CFP and Phillip Cook, CFP have a more than 65 years (combined) advising individuals and small businesses on personal and business financial matters relating to investments, estate planning strategies, retirement planning, tax strategies and insurance.  Join the discussion with your colleagues to discuss putting our economist speaker’s words (May 13th zoom meeting) into useful strategies.

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Details

Date:
May 27
Time:
7:45 am - 9:00 am
Event Category:

Venue

Zoom
CA United States

Organizer

Marlowe Kepner
Phone:
310 375-6300
Email:
marlowekepner@gmail.com

Other

Speaker
Larry Takahashi, CFP and Phillip Cook, CFP
Topic
Useful Strategies

Details

Date:
May 27
Time:
7:45 am - 9:00 am
Event Category:

Venue

Zoom
CA United States

Organizer

Marlowe Kepner
Phone:
310 375-6300
Email:
marlowekepner@gmail.com

Other

Speaker
Larry Takahashi, CFP and Phillip Cook, CFP
Topic
Useful Strategies