Ready-Set-Retire: Plymouth

January 28th, 2014 by Linda

Instructors:
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:
 Thursdays, October 16, 23, 30
Times:
 6:15 – 8:15 p.m.
Location: 
PSU Hyde Room 213
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.

 

Click HERE to Register!

Ready – Set – Retire: Concord

September 12th, 2013 by Linda

Instructors:
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, October 14, 21, and 28
Times:
6:30 – 8:30 p.m.
Location:
Graduate Studies Office at 2 Pillsbury Street, Concord 
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.

Click HERE to Register!

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