Financial Planning Overview for Retirees

Loading Events

« All Events

Financial Planning Overview for Retirees

September 8, 2022 @ 6:00 pm

Join Len for a brief review of numerous financial topic you should consider about your financial situation during retirement.

This lightning pace class will be loaded with useful information. Topics covered will include investment options; lifetime income strategies; reducing taxes on investments, IRAs, Social Security, and inheritance; when to take Social Security and how to get set up with Medicare and Medicare supplements; life insurance and long-term care insurance; and essential legal documents and trusts. You will get most of your questions answered and can request more detailed info after the program. This is an absolute “must watch” regardless if you retired recently or a while back.


Zoom is easy to use, and what is better than joining us from the comfort of your own home? Please contact us if you are not familiar with Zoom or have any questions about the program.
There will be an open Q&A time after the presentation, time allowing. You are always welcome to share your personal questions one-on-one after the presentation.

RSVP For This Event


September 8, 2022
6:00 pm
Event Categories:
, , , ,
Go to Top