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Building Relationships Breakfast | September 2024

September 12 @ 7:30 am - 9:00 am

Woodinville Chamber - Building Relationships Breakfast Promo

Join us for our September Building Relationship Breakfast where we will hear from Alex Collins of Quantified Financials Partners on “Retirement Sufficency” – How much is enough to retire?

At this workshop, you’ll learn about:
Size Matters – How big can we grow our assets?
Location – Where our money is located on the balance sheet?
Liquidity – Do we have the ability to liquidate some of our assets or are the required to create cash flow
Distribution Tax Status – When we take our income stream is it fully taxable, potentially partially taxable or potentially tax free?
Distribution Strategy – Are we able to create more cash flow by using a more effective distribution strategy?

Agenda
7:30am: Registration, Networking & Breakfast
7:50am:  Chamber Announcements and Welcome
8:00am:  Presentation and Door Prizes
9:00am:  Event concludes

$18 Members | $23 Guests

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Details

Date:
September 12
Time:
7:30 am - 9:00 am
Event Category:

Organizer

Woodinville Chamber
Phone
425-481-8300
View Organizer Website

Venue

Fairwinds Brittany Park
17143 133rd Ave NE
Woodinville, WA 98072 United States
+ Google Map

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