Retirement Educational Event

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Retirement Educational Event

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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.

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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