Broker Check
23 May
Retirement Planning Dinner Conversation at Mohegan Manor


Join us for a Dinner Conversation Discussing:

  • When to take Social Security
  • How to roll your 401(k)
  • Retirement income ideas
  • When do you know if you need a trust or long-term care coverage?
  • What are the differences between Fidelity, Schwab, and Vanguard?

These are only a few of the topics to be covered. Join us to learn more about retirement planning and the strategies behind making well informed decisions.

Preferred Capital Securities presentation will also be during the dinner.

Sponsored in part by Preferred Capital Securities.


Date and Time

Thu, May 23, 2024

6:00p - 8:00p EST


Mohegan Manor

58 Oswego St.
Baldwinsville , NY 13027


We must confirm your registration by phone in order for you to attend.

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