Are you planning to retire within the next five years?

As retirement approaches, financial decisions often become more complex. Income distribution, Social Security timing, healthcare planning, and portfolio expectations all play an important role in shaping your next chapter.

Join us for a no-cost educational seminar designed to provide a practical overview of the key considerations future retirees should evaluate before making major decisions.

Topics Include:

• Strategies for generating income in retirement
• Social Security considerations
• Healthcare and long-term care planning
• What to expect from your investment portfolio

This session is intended for individuals nearing retirement who want a structured framework for reviewing their financial readiness. Clients and guests are welcome.