Retirement Planning Happy Hour
Retirement Planning Happy Hour is where serious retirement conversations are had over a taste of Kentucky. Hosted by financial professionals in the heart of bourbon country, we blend insightful discussions on financial planning, investing, taxes, and life in retirement, with a splash of Kentucky charm. Whether you’re nearing retirement or already enjoying it, pull up a chair, pour a glass, and join us as we explore how to make the most of your next chapter—on your terms.
Retirement Planning Happy Hour
Retirement Planning Happy Hour - Importance of Portfolio Consolidation
🔑 Topics covered:
- Benefits of consolidating accounts
- The flawed premise of how some investors view portfolio diversification
- Pros and cons of 401k accounts
- Why you should NEVER leave money in a previous employer's 401k
This week's drink of choice: Woodford Reserve Sherry Cask Finish
Website: Family Wealth Planning Partners
Schedule a Call: https://www.fwppartners.com/contact
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