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.
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