Are you ready for Retirement?
Date and Time
Wednesday Oct 12, 2016
6:30 PM - 8:00 PM EDT
Wednesday, October 12th, 2016
6:30pm
Location
Tuckahoe Inn
1 Harbor Rd
Marmora, NJ 08223
Fees/Admission
Complimentary dinner will be included.
Contact Information
Jake Birch 609-484-7122
John.Birch@ml.com
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Description
How will you make the most of your retirement assets?
- The financial decisions you make now can have a considerable impact towards pursuing the lifestyle you envision. During this informational seminar, we will discuss:
- The importance of defining your vision for a fulfilling life in retirement
- Tax considerations and investing strategies for your retirement accounts, including Roth IRA conversion
- Diversification for your retirement portfolio and maintaining a longer-term perspective
- The benefits of working with a financial advisor to help in pursuing your goals