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Our intent through these programs is to help people better prepare for retirement. The vast majority of our attendees are looking for useful education on managing their retirement. That is what we provide. They are purely educational. We do, however, find some attendees realize they could use an advisor. So on occasion, we meet new clients through these efforts.
We will cover:
- The importance, and basic strategies to plan a successful retirement.
- Maximize your social security benefit.
- Position your portfolio to last.