Meeting Times

• Tuesday 6:30 PM - 8:00 PM

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Description

This 3-hour course, presented in two 1 ½-hour sessions by a prominent and trusted local financial advisor, will cover the following topics:

• The 10 most common mistakes made in retirement
• Social Security
• Medicare
• Determining how long your money will last
• The power of inflation
• Long-term care
• Maximizing your pension
• Wills and trusts

In this seminar, we will also discuss strategies to avoid retirement roadblocks, such as managing cash flow, using tax laws to your advantage, how to take an accurate financial inventory, and more. The time to retire will come; be financially prepared to enjoy it. This course is presented in a friendly and straightforward manner and geared towards people age 50 and over.

Additional Notes

Attendees are entitled to a complimentary, private consultation with the instructor to review their personal financial and retirement concerns.