Passport to Retirement BLF*3

Meeting Times

• Tuesday 6:30 PM - 8:00 PM

Description

"This 3-hour course, presented in two 1 1/2 hour sessions by a promnent and trusted local financial advisor, will cover the following topics:  the 10 most common mistakes made in retirement, Social Security, Medicare, determining how long your money will last, the power of inflation, long term care, maximizing your pension, wills and trusts.  In this seminar, we will also discuss strategies to avoid general retirement roadblocks, such as managing cash flow, using tax laws to your advantage, how to take an accurate financial inventory, and more.  The time to retire will come; be financially prepared to enjoy it.  This course is presented in a friendly and straightforward manner, geared towards people aged 50 and over.  Attendees are entitled to a complimentary, private consultation with Stu and Dan to review their personal financial and retirement concerns."