Mar 6, 2023

Lunch & Learn Coming April 14th

At every life stage, you have competing priorities for how to spend your money. In your early working years, you may be focused on paying down college debt or saving for a mortgage. In the middle of your career, you may be saving for a child’s college education or remodeling your home. And, as you near retirement, you may be more concerned about how to make your savings, Social Security, and other sources of income last for 20 to 30 years.

Wherever you are on your retirement path, this informative, interactive presentation will provide information on how to:

Save for the long term;
Identify sources of retirement income and gaps;
Understand your Social Security options; and
Explain health care decisions you’ll need to make when you become eligible for Medicare.

We hope you can join us!