July 31, 2020 | Wealth Management

Financial Planning Fridays

In uncertain times like these, it’s more important than ever to manage your finances and plan for the future. Which is why REDW Wealth is offering a series of complimentary webinars that will provide practical and up-to-date guidance for individuals and business owners to help them reach their financial goals.

Every third Friday, beginning on July 31, financial planners from REDW Wealth will discuss a range of timely topics, from how to pay for college or save on taxes in retirement, to preparing a will or dealing with an inheritance.


When: Every third Friday at 11 am MT, beginning July 31, 2020

What: Financial Planning Fridays

Duration: 1 hour

Register: Click Here to register for the series


Register once to access the entire series. Even if you miss a session, you’ll receive a recording of each webinar that you can watch later, at your convenience.

After registering, you will receive a confirmation email with additional webinar information. After each live session, a watch-on-demand link and copy of the presentation slides will be provided in the schedule below:

Financial Education topics we’ll cover include:
· 7/31 – Tax-efficient income planning in retirement (Watch On Demand)
· 8/21 – Living wills and other end-of-life decision-making (Watch On Demand)
· 9/11 – Life insurance and annuities in retirement (Watch On Demand)
· 10/2 – Do’s and Don’ts before and during retirement
· 10/23 – Planning for college and 529 Plans
· 11/13 – Dealing with inheritances and other windfalls

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