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Denver – Market Workshop with John Deardorff CFP®, MBA
October 14 @ 6:00 pm - 7:30 pm
Participate in a Wealth Management Workshop with the Compak Team led by
Compak Senior Vice President of Wealth Management, CFP®, MBA
The workshop agenda includes:
How to develop a plan for a successful retirement
Compak’s 4th Quarter 2021 outlook for inflation, bonds, stocks and real estate
Ideas for developing a tax efficient wealth management strategy including capital gain and estate tax
Seats are limited and registration is required. To register please call John Deardorff at (949) 679-2516 by Tuesday October 5th .
Workshop is most beneficial for clients with over $250,000 in investable/invested assets.