Coming up soon, on May 22nd at 6 PM in Old Orchard Beach, I’ll be running a retirement income seminar.   During this seminar which is expected to last roughly an hour, we’ll cover the following topics and more:

  • My personal and professional background
  • What are your hopes and dreams for your retirement
  • How does your financial situation change those hopes and dreams
  • Sources of retirement income
  • How to efficiently make use of those sources
  • Rules around taking retirement income distributions
  • What are some prudent investment strategies for my assets
  • How do expected costs impact my retirement
  • Addressing aging issues during retirement

I will be there early to say hello and meet you all.  I will also be around as long as needed after the seminar to talk as well in case you have specific personal questions.   Follow this link to register and contact me with any questions.