This group will be a knowledge sharing community to explore topics related to retirement planning and making the transition to retirement. Some topics for discussion will be different savings vehicles and planning tools for retirement, pensions, taxes, annuities, health insurance, estate planning, Social Security Timing, Medicare, Long-Term Care, life insurance and more.
Retirement is a huge next step in life and requires careful thought and planning. This group will serve as a resource for you to take the guess work out of major decision points in the retirement process. We can learn from each other to prevent the pitfalls of retirement.
As a financial services professional, I'll work to bring you new information and guest speakers to our events each month.
Since this is a newly formed group, I'm open to any insights and input as to how you'd like to receive information and when we meet.