Passport to Retirement MM04

Meeting Times

• Wednesday 6:30 PM - 8:00 PM

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Description

You will learn in this 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

 

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.