Retirement Planning for Boomers

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Program Type:

Lectures

Age Group:

Adults
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Program Description

Event Details

Wealth Manager and Retirement Plan Specialist Jonathan Roth from Cetera Investors will discuss retirement planning for Boomers. Learn about claiming Social Security benefits, Medicare and managing health care expenses, tax planning strategies through the four stages of retirement and income in retirement – strategies to help you match your assets with your income needs.