Workshop & 1-on-1 Financial Counseling Sessions
Transitioning into and through retirement can be rewarding and challenging. So having a plan is important! We’ll focus on 10 key questions you should ask: from saving, to Social Security and Medicare, managing your investments, withdrawals, and taxes.
- Workshop @ 12:00pm
- Individual Sessions as scheduled
City Center - James Room
700 Town Center Drive, NN 23606
Bring your financial documents for better guidance. View the checklist HERE.