Concerned about outliving your money? It's never too late to Create Your Dream Retirement.
Wealth & Wellness: A Retirement Masterclass for high net worth professionals and families.
Join our exclusive financial planning seminars and gain insights to secure your financial future.
Are you ready to take control of your financial future? Investors, age 50+, are invited to join Karen Morris and the Morris team to learn from an experienced financial advisor in a small-group setting. Whether you’re planning for retirement, managing investments, or seeking tax-efficient strategies, our seminars provide actionable insights tailored to help you achieve your financial goals.
Our seminars cover a range of financial topics, such as:
- Investment and tax planning for capital gains tax changes
- Optimal compensation for professionals before and during retirement
- Tax-efficient retirement income – optimize your income streams
- Creating (and protecting!) your financial legacy
With over 25 years of experience in financial planning, Karen delivers personalized solutions to help clients achieve their financial goals.
Our seminars are held periodically. Email us to join our invitation list for the latest schedule, topics, and locations.
Click here to join our mailing list and receive future invitations from our team.