First Tuesday Retirement Review:
A Monthly Series on Getting Organized
& Planning for Retirement
First Tuesday Retirement Review - A Monthly Series on Getting Organized & Planning for Retirement will be held on Tuesday, April 2 at 5:00 p.m. at Hefren-Tillotson's Wexford office (4001 Stonewood Dr., Route 19, next to Atria's Restaurant).
Are you planning on retiring or already retired? Do you have an upcoming lump-sum distribution or 401(k) rollover? Are you taking income from your investment portfolio?
At this workshop, we will discuss:
- How and when do you start the retirement process (paperwork, deadlines, etc.)?
- GETTING ORGANIZED - The MASTERPLAN process helps to simplify your life by providing a step by step comprehensive plan and getting you back to basics.
- Review of critical decisions that need to be made to help you maintain or regain control of your financial health.
If you would like to learn more about the above-mentioned topics then plan to attend this workshop. There is no charge for this workshop, but space is limited & reservations are SUGGESTED. Light refreshments will be provided. To reserve your space call 888-405-0990 - or - Register Online