Broker Check
26 Sept
Changing World of Retirement Planning


Changing World of Retirement Planning

September 26th & October 3rd, 2019, 6:30 PM, Montgomery County Community College, Blue Bell, PA

Learn how to shield your assets from rising taxes and develop strategies to maximize Social Security. Find out if you’ll have enough money to retire, and how to avoid the three pitfalls of retirement distributions. Evaluate if a Roth Conversion is right for you. We’ll help you understand if your portfolio is truly diversified, and will discuss planning techniques for incapacity due to illness or injury. There is no cost for this two night, 6 hour class. Contact us at or (215) 310-9440 for more information.

Date and Time

Thu, Sep 26, 2019

6:30p - 9:00p EST

Share |

Event Registration