Retirement Education Course
With pension plans fading away and life expectancies increasing, more retirees are entering retirement unsure of whether they've saved enough money to maintain the lifestyle they enjoy. The COVID-19 pandemic creates an additional obstacle in planning for the future. This educational course will be geared toward families currently in, or approaching retirement.
Our main goal is to set you on the right path to a retirement you can ENJOY. We will be covering a wide range or material, including:
- Retirement Planning
- Estate Planning
- Investing in today's market
- Social Security
David Burgio, CPA, PFS, our instructor, has 26 years of experience working with individuals and retirement plans. David takes a comprehensive approach to financial planning by coordinating investment management, estate planning, retirement planning, and tax reduction strategies.
Date: November 12th, 2020
Location: Zoom Virtual Conference
Please complete the Registration form on the right to sign up for your FREE community education course! You can also RSVP with Michael, Mary or Kristine by calling (716) 771-1888. Additionally, we welcome you to register friends or loved ones who may find this course helpful.
***SPOTS ARE LIMITED. RSVP REQUIRED.***