16 Jan
Maximizing and Protecting Retirement Assets


3 Speakers:  An Attorney, an Investment Adviser Representative and a Certified Professional Accountant

  • Learn the best Social Security Strategy for you AND your spouse
  • Understand legal Issues related to protecting Retirement Income.
  • Learn about funding Long Term Care
  • Learn about how to protect your retirement Assets
  • Learn about taxation of Retirement Assets

All above topics have trade-offs that have financial consequences.  Learn about strategies to protect you and your family's financial security.  Every Individual and/or their families have different solutions that meets their needs.

Come and ask questions!!  Be Informed!!

Date and Time

Thu, Jan 16, 2020

7:00p - 8:30p EST


Peabody Institute Library

82 Main Street
Peabody , MA 01960
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Event Registration