Retirement Planning Seminar
Thursday, April 25, 2024 @6pm

What's the Seminar About

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.

Topics We Will Discuss

  • Maximizing Your Retirement and Investment Accounts
  • Do I Have Enough Saved for Retirement?
  • Social Security and Medicare Tips

What is Included With the Seminar?

• 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! 

Important Disclosure:

LPL Tracking Number: 1-05271857