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Herr Capital Management Events

ALL EVENTS ARE OPEN TO THE PUBLIC UNLESS NOTED.

Lunch & Learn Plan Your Path to Retirement Thumbnail

Lunch & Learn Plan Your Path to Retirement

Join us for a discussion about your path to retirement. We’ll focus on important factors when making decisions for your 401(k), 403(b), IRAs and other accounts earmarked for retirement. We'll evaluate risks, time frames, contributions, tax issues and investments. We'll also discuss the importance of creating a disciplined investment strategy.

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Lunch & Learn: Women - Planning for Life's Big Moments  Thumbnail

Lunch & Learn: Women - Planning for Life's Big Moments

Sometimes financial priorities get lost in the shuffle of everyday life — particularly now as caregiving and healthcare concerns are top of mind. But, women have some additional considerations that come into play when planning and saving for the future. Why? Life expectancy, healthcare costs, and career interruptions are all contributing factors. To help you navigate the process, please join us in discussing how and why financial planning is different for women and gives specific information that women should know when making financial decisions.

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