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Target Audience: Employees within 5 years of retiring
Length: 2 hours
Learning Objective: - Retirement Pre-planning - No Fees, No Product Sales
Description: The University of Maryland, has its own Financial Educator, who is an expert in Retirement and Estate Planning. Regina Forte, MBA, RIA is on staff at Maryland Cooperative Extension. Regina is a published author on this topic and survivor strategies and is available to you. Regina can share with you the life issues that almost always arise in retirement and can help you determine strategies, structures and solutions for you and your family.
Six slight changes to most retiree’s plans can make a HUGE difference. If you are five years or less to retirement and are concerned about running out of money, protecting your money from lawsuits, maximizing your income, providing peace of mind or even how to do philanthropy focused estate planning, you should attend this seminar!
Seating is limited to 30 persons!
Parking is free!
10 People have expressed an interest in this course already.
For more information, contact Dan Ramia x5-3009
Last updated: 02/25/2008