Personal Finance

Educational presentation that illustrates how you can translate your vision for retirement into tangible goals. Whether you are 10 or 40 years from retirement, you’ll learn investment strategies to help design the retirement you want. We’ll also discuss how you can add flexibility to your strategy to help you handle unexpected events and how you can keep your strategy on track.

Life is full of surprises. A job loss, prolonged illness or unexpected loss of a family member can have a big impact on your family and your financial situation. This educational session outlines a proactive strategy to help protect your family’s financial resources from life’s unexpected turns.