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Talk: "Comprehensive Retirement Planning" POSTPONED UNTIL FALL! In-Person

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TONIGHT'S PROGRAM HAS HAD TO BE POSTED UNTIL THE FALL.

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Comprehensive Retirement Planning

Join the Father/Daughter Team of Lou and Jessica Pelletier for an Interactive Comprehensive Retirement Planning Workshop. Are you aware of the two new laws passed (SECURE ACT & SECURE ACT 2) and how they will impact you? Whether you have made your selection or not, learn about all the options that you have regarding your Social Security selection. If you are 59 1/2 or older, even if you are still working, should you keep your 401K/403B or transfer to an IRA? How do you take Income from your Assets in a volatile market? Does someone need Life Insurance after Age 55? If you have life insurance, is your plan outdated? Learn what legal documents you should have in Retirement in addition to a Will (Power of Attorney, Living Will, etc.)

FREE BUT REGISTER TO GUARANTEE A SEAT!

Date:
Monday, July 24, 2023
Time:
6:30pm - 8:00pm
Time Zone:
Eastern Time - US & Canada (change)
Location:
Lovell Room
Audience:
  Adults  
Categories:
  Adults  
Registration has closed.

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