Financial Fitness: Learn How To Plan For Retirement
Greetings Club Julian Members,
In partnership with Passavant Hospital Foundation, Club Julian is pleased to announce the latest seminar in our ongoing Financial Fitness series. Part of our Wellness Wednesday seminar programming, you are invited to attend the event for FREE. Join us on Wednesday, February 15th, 2017 (from 1-2pm) for an informative presentation about Safeguarding Your Finances in Retirement. It's open to members and non-members, so feel free to bring a friend.
Professional wealth advisor, James J. Holtzman, CFP, of Legend Financial Advisors, will show you how to safeguard your finances in retirement using financial tools to help your money last a lifetime. In this question and answer event, Holtzman will also discuss:
• The investment outlook for 2017
• Potential election-result income tax changes
• Understanding annuities, long-term care insurance, retirement communities
• Identity theft threats, estate planning options, and more
This event is one of many great reasons to visit Club Julian in February. Call
412-366-1931 to reserve your space or CLICK HERE to RSVP by entering your name and FINANCES in the comments section. Space is limited so reserve your spot soon.