Approaching Retirement is designed to give peace of mind and insights into the most common concerns about retirement in a simple, fun and practical format.
- How should my assets be invested?
- What is the best low risk investment right now?
- Have I saved enough?
- What are the significances of ages 55, 59 ½ and 70 ½ ?
- 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?
Contact Kris Rodgers at 412-633-1723 or firstname.lastname@example.org