Past events

Strategic Financial Planning: The Key to Retiring Well

  • William Eldridge; Financial Advisor, CHFC®, CLU® and Donald DelMonte; Financial Advisor, CFP®, CHFC®. - First American Financial a financial advisory practice of Ameriprise Financial Services, LLC
  • William Eldridge; Financial Advisor, CHFC®, CLU® and Donald DelMonte; Financial Advisor, CFP®, CHFC®.

This seminar, held 9/30/21, 10/7/21, 10/14/21 and 10/21/21, introduces you to concepts and strategies that may help you spend your retirement comfortably and in control of your finances. This informational seminar will focus on money management strategies and life style issues facing retirees. You will hear strategies that could help you manage your investments and retirement plan. The seminar will also discuss the effects of inflation and the possible costs of long-term care. The information is designed to help you prepare for a comfortable retirement.

Your presenter provides information that is current, comprehensive, and noncommercial. The seminar has been carefully designed to provide the information you may need, without overloading you with unnecessary financial jargon.