Broker Check
22 May
Retirement Planning Dinner Conversation at the Sherwood Inn

Description

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.

Register

Date and Time

Wed, May 22, 2024

6:00p - 8:00p EST

Location

Sherwood Inn

26 W Genesee St
Skaneateles , NY 13152

Note

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

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