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Financial Wellness Workshop: Planning for (and in) Retirement

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Age Group:

Adult
Please note you are looking at an event that has already happened.

Program Description

Description

Investment Advisor Representative Michael Sofia will explain a variety of financial concepts including an in-depth view of the different types of investments that are available. He will also discuss tax shelters, employer plans, and rollovers. See the impact on your investments when retiring during a good period in the economy as opposed to a bad one. Whether you’re getting close to retirement or already in retirement, this program should prove worthwhile.

 

No registration required.