About this Event
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
USD 0.00







