Navigating The Waters of Retirement Planning

About The Lunch And Learn

Thank you for joining us! 

August 10th Lunch And Learn : 
Be proactive with charting your course both to and through your retirement to ensure that you reach the destination of reaching your goals and dreams.

We will be continuing to offer these ‘Lunch and Learns’ every 2nd and 4th Tuesday of the month. Look for the following invitations in the weeks to come...

​​​​​​​August 24th - 12:15PM Roth Conversions - Are they right for me?
September 14th - 12:15PM Preserving Your Net Worth

We encourage you to invite a friend. Simply forward them your invitation so they have the registration link to sign up! As always if you have any questions or concerns please do not hesitate to reach out! 

Your Accel Wealth Management Team

  • Jason Willenborg


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