Taking Back Control of Your Financial Future Dinner Seminar

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

When: Thursday, December 9th at 6pm | Tuesday, December 14th at 6pm

Where: Senator Inn 284 Western Ave , Augusta, ME 04330

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.


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 ManagementHow to help preserve capital, diversify your portfolio, and reallocate your assets according to your family’s unique needs.
  • Understanding TaxationHow 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 PlanningHow you can maximize the amount your loved ones inherit and ensure your legacy lives on.