Visualize Retirement Wrap-Up

Recently, we hosted Visualize Retirement – a workshop focusing on both the financial AND emotional aspects of planning your dream retirement. You only get one chance to live out your dream retirement and your best financial life. So, Managing Partner and Wealth Advisor, Bob Dopke, is sharing our key takeaways from that event…

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Advisors associated with Kennedy Financial Group may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA / SIPC, and investment advisor representatives of HighPoint Advisor Group; or (2) solely investment advisor representatives of HighPoint Advisor Group, and not affiliated with LPL Financial.

Investment advice offered through HighPoint Advisor Group, a registered investment advisor.

Stuart Ritter and T. Rowe Price are not affiliated with LPL Financial, HighPoint Advisor Group or Kennedy Financial Group.

HighPoint Advisor Group and Kennedy Financial Group are separate entities from LPL Financial.

The content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.

Investing involves risk including loss of principal This information is not intended to be a substitute for specific individualized investment or tax advice.

We suggest that you discuss your specific tax issues with a qualified tax advisor.