Take the first step toward reaching your Financial Goals


Get the information that can help you live a confident retirement.

Attend an Event

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

UPCOMING WEbinars:

Clark Financial Solutions is excited to bring you the next webinar in our Protect Your Retirement series: How to Avoid the Tax Time Bomb.
In this complimentary webinar Megan Clark, CEO of Clark & Associates Inc. Financial Solutions, will cover:
IRAs versus Roth IRAs and the difference on how they are taxed.
Tax preparation versus tax planning.
The tax time bomb - what it can do to your retirement income
plan and how we can avoid it with some different tips and tricks.
Attendees will receive a handout on the tax time bomb as well as information on how to calculate your provisional income.
"How to Avoid the Tax Time Bomb" will run for approximately 15 minutes. We hope you will be able to join us!

Retiring in a Recession
Save the date! More information coming soon!

Tuesday, May 19: 8:30 am, 12:30 pm, 3:30 pm and 7 pm
Wednesday, May 20: 8:30 am, 12:30 pm, 3:30 pm and 7 pm
Thursday, May 21: 8:30 am, 12:30 pm, 3:30 pm and 7 pm

Monday, June 8: 8:30 am, 12:30 pm, 3:30 pm and 7 pm
Tuesday, June 9: 8:30 am, 12:30 pm, 3:30 pm and 7 pm
Wednesday, June 10: 8:30 am, 12:30 pm, 3:30 pm and 7 pm

UPCOMING EVENTS:

July 18
Shred Day
11:00 am
November 24
Pie Day
10:00 am

Rather meet One-on-one?

Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call at 703.796.0957