Building Your Financial Framework seminar presented by Crosby Advisory Group

Crosby Advisory Group Workshop

Building Your
Financial Framework

Assess, plan, and retire with confidence.

This session is designed to help you understand where you are, what matters most, and what questions you should be asking. You’ll leave with a framework to assess your financial situation and resources to help you on your journey.

Am I on track?
What should I do?
How do my accounts all fit together?
How much do I need in retirement?
Why are my taxes going up?
Do I pay taxes on retirement accounts?
What happens to my money when I die?

We get these questions all the time. We believe a solid foundation starts with you. So, the answer is: it depends. Your goals, constraints, and risk tolerance all drive the answers, and that’s exactly why this hands-on workshop focuses on the decision process, not specific recommendations.

A 90-minute, hands-on workshop

Join us and gain tools to assess the path you are on:

Finance fundamentals Self-assessment: retirement calculator 
Types of investments and accounts Learn how different account types fit into the bigger picture. 
Taxes at all stages of life Group demonstration using Holistaplan. 
Protect your total wealth Explore tools for assessing protection and insurance needs. 

Our goal is to provide tools for you to assess your individual situation. Crosby Advisory Group is owned and operated by a team of people committed to the growth and empowerment of the Greater Ashland community.

If at some point you want help applying this to your situation, we’re available, but that’s not the intention of this workshop. We look forward to meeting you soon!

Reserve Your Seat