Lunch and Learn-Retirement Planning and Wealth Seminar

Classroom 2
Monday 13th July 11:00 AM to 12:00 PM

Mon 7/13/2026 11:00am to 12:00pm

Join us for a complimentary Lunch & Learn as we explore: Retirement and wealth planning strategies designed to help individuals better understand their pension and Social Security options while creating a comprehensive income plan for long-term financial stability. We will also discuss retirement planning, long-term care preparation, Required Minimum Distributions (RMDs), financial goal setting, potential 2026 Medicare and Medicaid changes, and final expense planning to help ensure healthcare costs and end-of-life expenses are properly covered. This presentation is designed to provide valuable information and practical strategies to help attendees make informed decisions about their retirement future. Please register online or by calling the front office at 860-621-3014.