Seminar: Your Finances, Right Now

Thursday, Nov 14, 2019 at 3:00 PM to 4:30 PM EST

Echo Lake Welcome Center, 235 Lancaster Avenue, Malvern, PA, 19355, United States

Register Now
Days
Hours
Minutes
Seconds

Registration

Sale ended

Advance RSVP Partial Approval - Free

Enter your discount code

  • Fee
  • Total amount

Thursday, Nov 14, 2019 at 3:00 PM to 4:30 PM EST

Echo Lake Welcome Center, 235 Lancaster Avenue, Malvern, PA, 19355, United States.

Join us for a special financial planning seminar with Christopher Bové, a Registered Investment Advisor with JPL Asset Management and Planning who has more than 30 years experience.

Chris will cover an array of topics of interest to retirees and those planning to retire:

  • The Collapse of the Long-Term Care Insurance Industry and how it relates to Luxury Retirement Communities
  • How to take your RMDs (Required Minimum Distributions) in your IRAs and 401k Plans and pay the least in taxes
  • Making sound investment decisions with your Retirement Asset Portfolio.

RSVP here.

Kelly Andress

http://www.livingatecholake.com/

Echo Lake is an independent living community in Atwater. We offer convenience, comfort and personalized services to support your active lifestyle.

Contact the Organizer View other events