Part 4: Retirement Planning Seminar

This session is Part 4 of a 4-Part Financial Series with Ronald F. Grasso Jr., Senior Vice President – Wealth Management at UBS.

Learn how to confidently plan for retirement and make the most of your financial resources.

You’ll learn how to:
• Navigate the 4 phases of retirement planning
• Use UBS Wealth Way strategies
• Understand employer retirement plan options
• Plan for taxes and withdrawals
• Name beneficiaries and manage key timelines

Attend one session or all four to complete your financial roadmap.

Breakfast will be served!

Event Venue & Nearby Stays

Keller Williams Realty Boston Northwest, 1 Militia Drive, Lexington, United States

Concerts, fests, parties, meetups - all the happenings, one place.

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