As you are nearing retirement common questions start to arise; have I saved enough? What do I do with my retirement accounts? When should I draw social security? Most people only retire once, and it is understandable to have concerns and questions as you near this milestone. We want to be your partner and resource as you enter this next stage of your life. Daniel Shepard with First Savings Wealth Management will be presenting pertinent information to address these key questions.
• 30 minutes of dinner, 45 minutes of education
and 30 minutes of Q&A.
• No obligation seminar. This is strictly educational
and the opportunity to connect with local
professionals and gain information.
• Please feel free to bring a friend or your spouse.
RSVP is required to attend!
LPL Tracking Number: 1-05271857