Like it or not, retirement is getting closer and closer. Start becoming aware of the future and learn what you need to know now in order to retire securely. Become familiar with social security income planning strategies, taking your current expenses and income stream into consideration. Bernie Wrezinski of the Institute for Financial Education will present on important topics like Medicare coverage and long-term care, and help you get an accurate look at tax efficient legacy planning and wills and trusts. Leave with more knowledge on wills/trusts, feeling confident as you move forward.
This is a three-part series, with separate registration for each event. You can attend one or all of the sessions. Registration is required and space is limited.