Meeting Times

• Thursday 6:30 PM - 8:00 PM

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Description

Presented in two 1.5 hr. sessions by a prominent and trusted local financial advisor covering topics of the most common mistakes made in retirement.

• Social Security
• Medicare
• Determining how long your money will last
• Inflation
• Long-term care
• Maximizing your pension
• Wills and trusts

In this seminar, we will also discuss strategies to avoid retirement roadblocks, managing cash flow, using tax laws to your advantage, taking 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, geared towrds people 50  and  over.

Additional Notes

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