Workshops

Retirement Workshop

When: Wed., Sept. 23, 6-8 p.m., Wed., Sept. 30, 6-8 p.m. and Wed., Oct. 7, 6-8 p.m. 2015

Create your vision, estimate the cost, evaluate your sources of income, analyze your risk, create your investment strategy, and choose your distribution options.   Includes a special focus on Social Security options and strategies, Long Term Care funding alternatives, and estate planning strategies.

Price: Reservation only.

Tags

Add a review

Rating

Select a star to rate.