Retirement Educational Event

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[vc_separator][vc_column_text]This event is designed for individuals and couples age 55 and above who are retired or planning for retirement. Attendees will have the opportunity to schedule a complimentary visit with a Financial Planner after the presentation. Attendance is subject to company approval.[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column width=”1/2″][vc_column_text]Not interested in learning about retirement while enjoying a fancy dinner? If so, these events are for you! We bring educational information on various topics to our local neighborhoods.

 

Topics Include:

  • Social Security
  • Living A Tax Free Retirement
  • Estate Planning
  • Planning for Long Term Care
  • Retirement Income Planning
  • Understanding your IRA

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