Learning how to avoid costly mistakes may be the best investment you can make!

When: Tuesday, April 27th at 6pm | Thursday, April 29th at 6pm

Where: Marco’s, 12 Mollison Way, Lewiston, ME 04240

If you’re wondering what to do – you are not alone. Trying to make sense of everything can be daunting and when it comes to your financial future, knowing the right moves can be tricky. You and a guest are cordially invited to an event for retirees and those retiring soon. Whether you’re concerned about recent market losses or preserving what you have – this timely event is designed to entertain and empower you to take control of your financial future.

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Topics to be discussed:
Five Checkpoints of Retirement

• Income Planning – Learn how to create a sustainable income stream for life that includes Social Security maximization and planning for inflation.
• Wealth Management – How to help preserve capital, diversify your portfolio, and reallocate your assets according to your family’s unique needs.
• Understanding Taxation – How to help you keep as much of your hard-earned money as possible.
• Medicare & Long-Term Care – How you can help protect your family from unexpected medical issues that may arise as you age.
• Legacy & Estate Planning – How you can maximize the amount your loved ones inherit and ensure your legacy lives on.

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