Retirement Planning

A thorough dive into the many nuances of good retirement planning for those who are anticipating retirement (isn’t everyone?) or those already in retirement. Session will cover critical strategies to help make your money last your lifetime. Instructors will help you navigate the maze of Medicare, Social Security, and Medicaid Planning to optimize all. You will understand why asset location is as important as asset allocation, and why the asset allocation you have before retirement is most definitely not the same one you should have in retirement.   Attendees may select one, two or all three seminars. For more information, or to RSVP please email amylampert@womensworth.com or andrew.altenbach@bulfinchgroup.com.