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Upcoming Seminars


SEMINAR SERIES: Planning for a Successful Retirement

This workshop is designed for individuals and couples who are near retirement, retired, or interested in learning the retirement planning and investing process. This four-part seminar will provide you with a solid foundation of retirement knowledge and answer common questions.

Session 1

Start Planning & Debunking Retirement Myths

Session 2

Managing Emotions & Determining Income Needs

Session 3

Will Planning, Estate Planning, Long-Term Care & Medicare

Session 4

Retirement Income: The Thre-Legged Stool & Financial Advice

Interested in Attending?

To register, please click the name of the location you wish to attend below.

Brighton

Session 1 - Tuesday, January 14, 2025

7:00 - 9:00 P.M.


Session 2 - Tuesday, January 21, 2025

7:00 - 9:00 P.M.


Session 3 - Tuesday, January 28, 2025

7:00 - 9:00 P.M.


Session 4 - Tuesday, February 4, 2025

7:00 - 9:00 P.M.

Register To Attend: Brighton

Penfield

Session 1 - Wednesday, January 15, 2025

7:00 - 9:00 P.M.


Session 2 - Wednesday, January 22, 2025

7:00 - 9:00 P.M.


Session 3 - Wednesday, January 28, 2025

7:00 - 9:00 P.M.


Session 4 - Wednesday, February 5, 2025

7:00 - 9:00 P.M.

Register To Attend: Penfield

Victor

Session 1 - Thursday, January 16, 2025

7:00 - 9:00 P.M.


Session 2 - Thursday, January 23, 2025

7:00 - 9:00 P.M.


Session 3 - Thursday, January 30, 2025

7:00 - 9:00 P.M.


Session 4 - Thursday, February 6, 2025

7:00 - 9:00 P.M.

Register To Attend: Victor

394051-12