A Safer Retirement and Environment – What We’re Implementing to Help Keep You Safe: READ MORE

Here at Pivotal Financial, we are adhering to state and local guidelines in order to protect both the health and safety of clients and staff. Keeping our clients and staff safe is our highest priority and we’re taking all appropriate measures to ensure a safe environment. Should you prefer to not meet face-to-face, we are continuing to serve our clients through virtual settings such as Zoom or phone calls.

We look forward to continuing to help individuals and families achieve their ideal retirements.

Pivotal Financial
(615) 732-6212

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Social Security, RMD Distribution, Tax Reduction Workshop Schedule

December 1, 2020 @ 6:00 pm - 8:30 pm

Philip D. Capriotti, Sr., President/CEO

(Social Security Strategy Expert, Ed Slott IRA Master Elite Advisor) 

Office: (512) 833-6557

* * * All referral registrations may call the office number to register for the workshops.

Details

Date:
December 1, 2020
Time:
6:00 pm - 8:30 pm

Organizer

Philip Capriotti
Phone:
(512) 833-6557
Email:
christy@ira-master.com
Website:
https://www.pfisfinancial.com/

Venue

Spicewood Springs Branch, Austin Public Library
8637 Spicewood Springs Rd
Austin, TX 78759 United States
+ Google Map
Phone:
(512) 974-3800
Website:
http://library.austintexas.gov/spicewood-springs-branch