Want to have fun in retirement?
Then plan for it with a FREE online retirement planning myMoneyGuide Lab® from PIEtech℠
In your FREE 90-minute private and confidential Lab you will:
- Set specific goals for your financial future
- Learn how to make the most of what you have
- Address the most common financial concerns like healthcare and social security
To qualify for the FREE Lab, you must satisfy the following requirements:
- Have $200,000 or more in investable assets
- Want to maximize expected returns on your investments — in an environmentally-responsible way
- Be a U.S. resident under 65 years old who prefers to do-it-yourself when managing your financial affairs
- Have 90 minutes to carefully consider your life goals and options
What’s the catch?
There isn’t one.
After creating your FREE private and confidential plan in the Lab, you decide whether to contact us about joining Macroclimate’s Digital Wealth Manager service for impact investors. If you do join Macroclimate®, we’ll provide you with continued access to MoneyGuide® — the #1 financial planning software for advisors — so you can revisit your plan any time your circumstances change.