At Valley First, we understand the importance of planning for your retirement and securing a comfortable future for yourself and your loved ones. Along with TCG Advisors, a HUB International company, we are excited to invite you to an in-person workshop on the importance of "Investing in Retirement", hosted by Robert Britton, CFA, CFP®.
Retirement planning can be a daunting task, and we are here to simplify the process for you. Our expert financial advisor, will provide you with valuable insights and strategies, to help you make informed decisions about your retirement investments.
During this informative session, you'll learn:
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The fundamentals of retirement planning
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Diversification and risk management
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Tax-efficient retirement strategies
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How to make the most of your 401(k) or IRA
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Investment options tailored to your goals
Mark your calendar for this exclusive investing in Retirement seminar.
Tuesday, October 3, 2023
6:00pm - 7:00pm
J Street Branch
1419 J Street, Modesto
