Issue 90 September 29th

This week we welcomed Robin Wahby, Founder of Wahby Financial Group.
Her personal experience with a brother who is developmentally disabled and is a quadriplegic helped her see the need for planning for each part of the aging process. Ms. Wahby gave quite an interesting talk on protecting assets for retirement, the difference between the pre-tax and after-tax components of one’s asset mix, and how the amounts should be readjusted over time.

Bill Bishop
2019 President

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