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Retirement Income & Social Security Planning

July 23 @ 6:00 pm

Are you nearing retirement and looking for ways to optimize your income and ensure a comfortable future? Join us at the Social Security and Retirement Income Planning Workshop, hosted by the Association of Financial Consultants (AFC), a non-profit organization approved by the IRS under 501(c)(3). This event is specifically designed to help you navigate the complexities of financial planning as you approach retirement.

Led by Cristian Nicolescu, CLTC®, a Certified Financial Fiduciary®, and featuring insights from National Guest Speaker Matthew Dunn, CFEd®, this workshop will teach you effective strategies to avoid the Medicaid trap, reduce or even eliminate taxes, and significantly increase your spendable income.

As you approach your golden years, uncertainty should be the last thing on your mind. Our workshop provides a comprehensive understanding of legal probate trusts, equipping you with the knowledge to protect yourself from market volatility and preserve your legacy. Whether you aim to safeguard your assets, spare your heirs from a complex probate process, or simply have peace of mind about your financial future, our workshop offers practical solutions and expert guidance tailored for you.

Don’t miss this valuable opportunity to secure your financial future and enjoy a peaceful retirement. Reserve your spot at our Retirement Income Planning Workshop today!

Details

Date:
July 23
Time:
6:00 pm

Venue

Hall Memorial Library
93 Main Street Ellington, CT 06029
Ellington, CT 06029 United States
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Phone
860-375-2406

Organizer

Sunstone Financial Group
Phone
860-375-2406

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