Free education on leaving a family legacy, protecting your income and maximizing your retirement

Bio Caroline .png
Virtual
1140a Salina Street Austin Texas 78702 US

I would like to present and share for 20 minutes about how I help provide income protection and pension maximization for families in Austin and its surrounding areas. I am a passionate financial planner genuinely just wanted to provide options and opportunities for moms (and parents) to leave a legacy for their children and protect their biggest assets. I will cover topics such as 401(k) vs. Roth IRA, TRS/TMRS pension payouts, renting vs. owning plans and tax buckets.

Bio Caroline .png 6 months ago
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