Who should attend?
Are you retired or retiring in the near future AND concerned about generating income from your investment portfolio?
Then plan on attending this informative and interactive seminar where we will discuss:
- The current interest rate environment and market volatility
- Challenges facing retirees
- Retirement needs analysis
- Income producing products including: annuities, bonds, and dividend-paying stocks
- Hefren-Tillotson and our MASTERPLAN approach to comprehensive financial planning