海角社区

Networking Roundtable: Qualified Plan & Travel Hacking

Main
5/9/2025
10:00 AM - 11:00 AM
Camelback A

This roundtable discussion will explore strategies for optimizing qualified plans to build wealth and how travel hacking can be incorporated into financial planning. Join fellow professionals to exchange insights, share experiences, and uncover ways to help clients鈥攁nd yourself鈥攎ake the most of both retirement planning and travel benefits.