Getting your financial life in order means…
- Preparing estate planning documents
- Saving and investing
- Reviewing your plan regularly
- Making your money last in retirement
- Seeking tax savvy ideas for retirement
- Taking the steps to get started today
- Becoming free to focus on what matters to you
Larry Kleindienst, CTFA, of Covenant Trust Company will present an informative presentation where you’ll learn where to start and how Covenant Trust Company can help.
This presentation will be held at the Sunset Hills Community Center on Lindbergh Blvd. Dinner will be provided. Please RSVP to office@ccc-
