What we’re about
The goal is to gain perspective about what your full retirement might look like and address any future concerns.
Potentially experience what your future could look like in ten, twenty years, and beyond, and discuss preventative measures to minimize any adverse problems that may await your future self.
All ages are welcome to gain more wisdom from each other.
Speak with a CFP(R) Professional about getting retired or taking on the challenges of a successful retirement.
Speak with other group members, with coaching from an advisor, about your greatest concerns (estate, investments, social security, taxes, managing finances, trusts, IRAs, RMDs (Required Minimum Distributions), income strategies, inheritance, parent/spouse issues, Dementia, and Alzheimer's concerns) and discover how other members overcame or minimized these challenges. In my experience, I have seen many common themes, and we can learn from each other.
No pressure, no sales, just fun, learning, and growing.
This group will meet in person as it grows in size. In the meantime, Zoom meetings are offered at your request.
Please share this group! I also run the Northern NJ Real Estate Investing Meetup Group, which has close to 800 members and a pretty good monthly in-person turnout.
My goal for this group is 100 members by the end of 2025 and regular meetings in the Fall. Only you can make this happen, please share!
New members are welcome to receive a free consultation with Marc Lescarret, CFP(R), from Marc Alan Wealth Management. A NJ (FEE Only) Registered Investment Advisor.
Marc Lescarret, CFP(R) was recently quoted in AARP
THE FINANCIAL BURDEN OF A SPOUSE’S DEATH:
Prepare for changes involving taxes, income, and more
May 2025
