Broker Check
16 May
Preparing for Retirement

Description

Join us for an enlightening seminar on preparing for retirement, where we'll delve into essential strategies and insights to ensure your golden years are truly golden. Here's a glimpse of what we'll cover:

  • Invest and Save for Life's Priorities: Learn effective investment strategies tailored to your life goals and priorities, ensuring a secure financial future.

  • Protect the Ones You Love: Explore avenues to safeguard your loved ones' financial well-being through insurance and estate planning, providing peace of mind for you and your family.

  • Create Retirement Income Strategies: Discover techniques to generate sustainable income streams during retirement, enabling you to maintain your desired lifestyle without worry.

  • Maximize Social Security Benefits: Uncover the intricacies of Social Security and how to optimize your benefits, maximizing your financial resources in retirement.

  • Establish a College Savings Plan: Plan for your children's education expenses with effective college savings strategies, ensuring a bright future for the next generation.

  • Understand Your Rollover Options: Navigate the complexities of retirement account rollovers with confidence, making informed decisions to preserve and grow your savings.

Don't miss this opportunity to gain invaluable knowledge and insights into securing your financial future. Join us for the Preparing for Retirement seminar and take the first step towards a fulfilling retirement journey.

Date and Time

Thu, May 16, 2024

6:00p - 7:00p MST

Location

Jordan Credit Union Corporate Office

1750 W 11400 S
#200
South Jordan , UT 84095
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PT1H

Event Registration