Meeting Times

• Wednesday 6:30 PM - 8:00 PM

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Description

You will learn in a 3 hour course, presented in two 1.5 hour sessions by a prominent and trusted local financial advisor. He will cover the Top 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

Discussed in this seminar will be stategies to avoid general retirement roadblocks, such as an accurate financial inventory and more.

All attendees will have the option to meet with the instructor for a complimentary one-hour consultation after this course.

Additional Notes

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