An engaging, vibrant, and inclusive synagogue

You’re Retired! Now What? Tips, Tricks, and Strategies to Thrive Financially AFTER You Retire

Learn how to maximize your social security benefits. Invest properly after you retire. Understand the role of annuities, life insurance, and long-term care as you age. Use smart strategies for IRA required minimum distributions (RMD’S). Protect your estate and keep the peace in the family. Understand taxes in retirement. Learn to avoid the 9 biggest money mistakes retirees make.  There will be no solicitation during this presentation.

No charge – sponsors are welcome.

Jon Parks is a Registered Representative of Lincoln Financial Advisors.