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Lunch and Learn - Building Your Investment Income to Replace Your Paycheck
This presentation is designed for investors who are nearing retirement and need a steady income stream during retirement. We'll explore the three types of income: variable,reliable and rising. We'll also discuss strategies to help you create a stream of income that you can use for your expected and unexpected life events during retirement.
Lunch and Learn - Investment Seminar - Health Care and Your Retirement plus Social Security open discussion
This seminar addresses what steps investors should take to prepare for health care costs (including Medicare and long-term care costs) to help ensure their retirement savings stay healthy.
Lunch and Learn - Preparing your Estate Plan
Do you know where your assets will go when you die? If not, this seminar will help familiarize you with the basic steps of estate planning, including the function of a will and the different types of trusts. An estate-planning attorney will be present at this event.
