We asked our clients “Are you planning your retirement? Do you have questions? If so, this event was for them.
The most commonly asked questions people have before they retire regarding Social Security and Medicare was presented.
Laurie Rosenthal, our Trust Consultant, presented the importance of making your Estate Plan a part of your Retirement picture.
Representatives from Financial Celebrations explained how analyzing your circumstances and planning ahead would help in managing risks and withdrawal needs for retirement.
This event was open to our clients, their friends and family.