Every Thursday at 10:00 AM

Do I have enough saved? Are bonds really safe? What is an RMD and why should I care about it?

Whether you take it black or with a cream and two sugars, grab your cup of coffee and listen to us discuss topics that matter to YOU.
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About This Webinar
Every Thursday at 10:00 AM EST, join us for an informal discussion about retirement!

We'll be talking about everything from how to pay the MOST in taxes to whether the 4% rule still applies today. Check out our website -- covefinancialsolutions.com -- to find out what this week's topic is!

If you have a topic you'd like us to talk about in the future, email us at info@covefinancialsolutions.com.
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Caleb Thompson, CPA
President, Financial Planner
Hey y'all,

We're glad you're interested in our Coffee Talk series! Most weeks my dad, Ron, will be joining us, and we'll occasionally have a guest on to talk about their field!

I'm a CPA with experience ranging from consulting with large corporations to helping normal folks manage their taxes. I started Cove with Ron to help people just like you be better informed and prepared for retirement. My favorite part of being a financial planner is getting to build a plan to help our clients' meet their goals, and seeing them take retirement by the horns.

Thanks for jumping on, and I'll see you soon!
Caleb

Caleb Thompson offers investment advisory services through SPC. Cove Financial Solutions, Parkland Securities LLC and SPC are not affiliated.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Cove Financial Solutions
6650 Rivers Avenue
North Charleston, SC 29406
(843) 576-1448
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