Advisor from Legacy Capital Management, Providing FREE Financial Advice
To Consumers Across the Country on August 7th and 9th 2013
Economic conditions and market volatility have wreaked havoc on retirement accounts, impacting millions of Americans’ ability to retire. To help people prepare for retirement, Kiplinger’s Personal Finance and the National Association of Personal Financial Advisors (NAPFA), in association with the NAPFA Consumer Education Foundation, are teaming up for the annual Jump-Start Your Retirement Plan Days to bring FREE one-on-one financial advice to the public.
On Wednesday, August 7, and Friday, August 9, from 9 a.m. to 5 p.m. Eastern Time, NAPFA members across the country, including Dolores Mirren CFA, CFP®,
will answer consumers’ financial questions online. “Once again, I am excited to volunteer my time and expertise to help consumers plan for their financial futures. It is rewarding chatting with people across the country and help them plan to reach their financial goals,” said Dolores Mirren CFA, CFP®.
Each hosted by expert financial advisors— to provide more specific answers to questions across an array of topics:
• Taxes and Retirement— including gift taxes, estate taxes and wills.
• Saving for Retirement— IRAs, Roth IRAs, and 401(k)s for those building a retirement nest egg.
• Income in Retirement— Social Security and income investing strategies for those in retirement and about to retire.
• Other financial challenges— from investing to saving for college to paying down debt. “Preparing for a comfortable retirement is an important issue that requires advance planning and preparation,” says Kiplinger’s Personal Finance editor Janet Bodnar. “Jump-Start Your Retirement Plan Days offer one-on-one advice that can help put participants on the path to a worry-free retirement and provide peace of mind.” Since its inception, Jump-Start Your Retirement Plan Days has provided tens of thousands of consumers with free financial advice from volunteer NAPFA-Registered Financial Advisors.
About Legacy Capital Management
Legacy Capital Management serves the business community with professional unbiased opinion on business transaction and value. We represent businesses that have an enterprise value in the one million to fifty million range. We are highly recognized and respected and have transaction experience across many industries. Our twenty years of combined M & A experience gives us a keen understanding of the unique needs of business owners during a “for sale period”. We also understand the trials and tribulations of operating a company especially when going to market and are fully dedicated to our clients needs.
Ms. Kimberly Powell
Legacy Capital Management
New York, NY