Michael Ventura – Pres. & CEO of Independence Financial Advisors, LLC
Paul Gatehouse- VP of Independence Financial Advisors, LLC
James Sessler- Attorney at Law
Norman Sedgley – President of Managed Health Concepts
Dates: Tuesdays, March 18, 25 & April 1
Times: 6 – 8 p.m.
Location: 2 Pillsbury Street, Concord, 4th floor
Cost: $50/couple, $35/single
Whether you are simply thinking about retirement, closing in on retirement, or currently retired, you will benefit from this educational workshop. We have assembled a team of experts to provide insight, clarification, concepts, and strategies to insure a prosperous retirement. The decision to retire is one of the most important decisions of your life. Learn: the proper legal documents that you should own; how to position Social Security to maximize your benefit over your lifetime; how to select the healthcare coverage that best correlates to your specific health experiences and your budget; and effective and proven asset allocation strategies to provide sufficient income and asset growth throughout your retirement. You will also learn to identify and prevent the most common retirement and estate planning mistakes. Discover all the tools and techniques needed to make your retirement less complicated and more successful. Take advantage of our panel of experts to answer all of your retirement and estate planning questions and concerns.
Participants will receive a workbook that includes copies of the PowerPoint presentations.