The Emerging Retiree

Estate planning attorney and Chartered Financial Consultant Guy Matthews will give those looking to retire an overview of what to expect and ways to plan for those “golden years.” He’ll explain:

Long term health care planning

Current options in senior living/housing

How to maximize Social Security benefits as well as savings, IRAs and other retirement plans

Rules for qualified plan distributions, withdrawals, minimum distributions, deferred compounding and beneficiary designations

3 Sub

Date: 
Monday, December 4, 2017 -
12:00 to 15:15
Address: 
240 S. Main Street
Butler, PA 16001
Location: 
POINT (-79.8949644 40.859704)