Join CPFA Ted Buckley of Mooney Lyons Financial Services for an educational seminar that focuses on: assessing factors that affect retirement income needs, developing sources of retirement income, determining your retirement savings goal, implementing investment strategies for retirement, and potentially safeguarding assets from the unexpected. After attending, if requested, you will receive a full-color, 20-page workbook mailed to your house to help prepare for retirement. This resource features essential information, exercises, and questions that are designed to help you assess your current situation and make sound financial decisions. You’ll also be eligible for a complimentary Zoom consultation.
Please register with a valid email address.