“Your IRA and You” is a unique, fun, and educational program designed for those approaching retirement. The program is a practical way to learn and get answers and insights to the most common concerns about retirement nest eggs.
- Have I saved enough?
- What are the significances of ages 55, 59 ½ and 70 ½ ?
- How should my assets be invested?
- What happens if something happens to me?
Moderator: Kris Rodgers, Associate Advisor
Expert: Jay Simon, CFP®, Senior Vice President
Unable to attend? Or prefer to schedule a private, no obligation meeting or phone call with Jay and Kris?