Lunch and Learn: Retirement at Any Age
Whether you’re just beginning your career, approaching retirement, or already enjoying it, your financial strategy will evolve over time. Join in for the “Retirement Planning at Any Age” financial wellness workshop for an in-depth conversation on this important topic. Here you’ll learn important retirement planning concepts based on three key life stages — Accumulation, Pre-Retirement, and Retirement — and important actions to consider taking during each phase, including:
· Smart saving and investment strategies · Managing debt and income
· Insurance and estate planning tips
· Tax-saving opportunities that can add real value
Gain a clearer sense of whether you’re on track or next steps that can help you get there. Workshop details are below. I hope you can join!
Featured Speakers
Craig J. Caimi
Financial Advisor | WestPoint Financial Group
Event Sponsor
Additional Information
Questions regarding event or having trouble registering? Contact Events at [email protected].
Need accommodation? Let us know of any specific accommodations or accessibility needs you may have to ensure your full participation. While we do our best to accommodate requests, please note that accommodations are not guaranteed. Contact Events at [email protected].
Interested in joining the Chamber? Prospective members interested in joining, please contact [email protected].
Tickets are Limited. Only a certain number or tickets are available for this event. All purchases are final, non-transferable and non-refundable.
MM202807-313436
In-Person Event
Registration is required for this event.
Registration
Free