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Planning for retirement can feel overwhelming. Between taxes, income planning, market risk, healthcare costs, and estate planning, there are many moving pieces — and making the wrong decision can be costly.That’s why we created Retirement Made Simple, an educational workshop designed to help you better understand the key decisions that can impact your retirement.
During this event, you’ll learn practical strategies to help simplify your retirement plan and feel more confident about the road ahead.
What You'll Learn
✔️ Strategies to help reduce unnecessary taxes in retirement
✔️ Ways to turn your savings into reliable retirement income
✔️ How market volatility can impact your retirement plan
✔️ Planning considerations for healthcare and long-term care
✔️ Estate planning basics to help protect your legacy
This educational workshop is designed for individuals who are retired or planning to retire within the next 10 years and want to better understand how the pieces of retirement planning fit together.
Who Should Attend
This event may be beneficial if you:
• Are retired or planning to retire soon
• Have accumulated retirement savings and want to protect it
• Want to better understand how taxes may impact retirement income
• Are looking for a clearer approach to retirement planning
This workshop is for educational purposes only and no specific financial products will be discussed.
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Event venue
Marshalton Inn, 1300 W Strasburg Rd,West Chester,PA,United States
Tickets
Concerts, fests, parties, meetups — all the happenings, one place.