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“From Tips to Retirement: Steps to Building Long-Term Wealth”
August 2, 2022 @ 10:00 AM - 11:00 AM
Health and wellness in the modern age is about a lot more than just mental and physical health; financial health and stability is also crucial, and in this free Colorado Restaurant Association (CRA) webinar, our partners at Wealth Steps will provide you with tips and strategies for building long-term wealth and putting a financial plan into action.
International Planning Alliance financial advisor Olivia Allen comes from more than a decade in hospitality management, so she knows how challenging it can be to go from simply saving to building long-term wealth – especially as a tipped employee or person with a variable income. Still, goals such as buying that first home, going on an annual vacation, and eventually retiring all require that we build wealth, so Allen will share the tenets of her Wealth Steps program, including relevant savings strategies for fluctuating incomes, an overview of various cash flow engines (think 401(k)s/IRAs, real estate, brokerage accounts, whole life insurance), and tips on how to properly position each of these pieces to get you to your goals.