Financial Planning for Retirement

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Program Type:

Learn About It

Age Group:

Adults, Seniors
Please note you are looking at an event that has already happened.

Program Description

Event Details

Join Alpha lll Wealth Management for a seminar on planning for life in retirement.

Topics include:

Your Home in Retirement the emotional side of downsizing.

Cash Alternatives-take advantage of high interest rates while maintaining protection.

Estate Planning -An overview of why it is important and the main instruments/documents.