Retirement Planning Seminar   retirement seminar

This is a one-day program designed to provide some useful information to those individuals approaching or already in retirement. Each session will be presented by a person who is an expert practitioner working in the profession that involves the topic they will be presenting.

November 20, 2021
10:00 AM to 5:00 PM

Schedule

A. MEDICARE:
B. SOCIAL SECURITY

C. INVESTMENT ACTIVITY AND OPTIONS
D. WILLS AND ESTATE PLANNING

E. RETIREMENT ACCOUNTS

F. GIVING

       


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