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Open for Discussion: Enrichment, Innovation, and Finances
Fundamentals of Retirement Planning
with Jacob Wood
Retirement planning does not have to be overwhelming. This class helps you figure out exactly how much you need saved to retire comfortably and provides actionable strategies to make it happen. Whether you're new to saving or need a refresher, you will walk away with tools to turn your goals into reality.
Understanding Annuities
with Jason Myers
What are annuities? Why do people invest in them? What kinds of guarantees can they provide? What different kinds of annuities are available? What are the pro’s and con’s of owning them? What role can they play for retirees or those approaching retirement? Chartered Financial Consultant ® Jason Myers will explore these questions and more in this education – only presentation. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Silver Grove Advisory Services, a registered investment advisor. JBM Health & Wealth Consulting, LLC and Silver Grove Advisory Services are separate entities from LPL Financial.
Will run
Fundamentals of Retirement Planning
with Jacob Wood
Retirement planning does not have to be overwhelming. This class helps you figure out exactly how much you need saved to retire comfortably and provides actionable strategies to make it happen. Whether you're new to saving or need a refresher, you will walk away with tools to turn your goals into reality.
Strategies for Successful Aging and Retirement
with Les Robinson
Join Financial advisor and long-term care educator Les Robinson to learn and understand the issues and impact on your money, income, and home of Medicaid and nursing home risks. During this informative class, Les will discuss: Understanding the effects of Market downturn and inflation on retirement and care • Evaluating the impact extra fees will have on retirement and your Care Plans • Learn about tax saving on retirement and plan of care • Understanding the financial impact of your plan on your spouse, children, and grandchildren • Learn how to develop a comprehensive and successful plan for your money and care • Longevity insights for enhanced retirement • Plan for the expected and unexpected in your life.
Protect Yourself Against Common Scams and Frauds
with John Campanella
Join Retired New York State Trooper John Campanella and learn how to be aware of the various scams and frauds in today’s world. Bring your questions!