Join Us For An Informative Evening!

Walker Wealth Management invites you to a comprehensive seminar on Retirement and Estate Planning. Our expert financial advisors will guide you through essential strategies to ensure a secure and prosperous future.

Topics Covered:

• Retirement Planning: Maximizing your savings and investments.
• Estate Planning: Protecting your legacy and ensuring your wishes are honored.
• Tax Strategies: Reducing your tax burden for a more profitable retirement.
• Investment Options: Diversifying your portfolio for long-term growth.
• Healthcare Planning: Preparing for medical expenses in retirement.
• Missouri-Specific Estate Planning: Actionable information tailored to Missouri laws.
• Social Security: Understanding the impact of other retirement income on your benefits.
• Asset Transfer: Strategies for leaving your assets to your heirs with minimal tax consequences.

Why Attend?

• Expert Advice: Learn from seasoned financial professionals.
• Interactive Q&A: Get your questions answered in real-time.
• Free Resources: Take home valuable materials to aid your planning.
• Networking Opportunities: Connect with like-minded individuals.

Special Guest Speaker: Andre Walker, CFA

Andre Walker is one of the few Chartered Financial Analysts who are client-facing. With over 20 years in the industry,  military veteran and has served the needs of countless individuals. Andre will share his extensive knowledge and experience to help you plan for a secure future.

If you have more than $100,000.00 in retirement assets, this workshop is for you.