Are you concerned about your financial future?
Looking for strategies that may help you gain control of your finances and ensure a comfortable retirement? Are you interested in finding a new easy way to support the Breakthrough T1D mission through personal financial planning?
Did you know?
- Only 18 percent of American workers are very confident that they will have enough money for a comfortable retirement.¹
- Only 44 percent of workers have tried to calculate how much money they will need to save for retirement.²
- 42 percent of workers are not confident they will have enough money to pay medical expenses.³
- 68 percent of Americans lack confidence in Social Security’s ability to continue to provide benefits that will match or exceed today’s benefits. (1-4) Employee Benefit Research Institute, 2014
Instructors William Eldridge; Financial Advisor, CHFC®, CLU®, Donald DelMonte; Financial Advisor, CFP®, CHFC®, and Christopher Zardus; Financial Advisor inviting you to attend an educational seminar:
STRATEGIC FINANCIAL PLANNING: THE KEY TO RETIRING WELL
The classroom/WebEx seminar will cover the following topics, questions and strategies:
Determining how much money you may need to retire. • Strategies for controlling health-care costs. •Using 401(k)s and IRAs as part of tax strategies and retirement savings. • Understanding investment strategies and alternatives. • Estate planning strategies for transferring assets to loved ones and charities of your choice. • Understanding your long-term care option.
*The course material is presented in a clear, easy-to understand, interesting format in an informal, enjoyable classroom setting.
* Step-by-step instructions are provided for developing a written summary of your assets, income, and Social Security and pension benefits
*You are entitled to an optional private initial consultation after the conclusion of the seminar. This is your opportunity to ask specific questions regarding your financial future and goals.
The Full Course Consists of Four 1 ½ Hour Virtual Sessions (via WebEx). First Session August 24, 2021 (8/24, 8/31, 9/14, and 9/21)
Donald DelMonte, Bill Eldridge and Christopher Zardus are Financial Advisors with First American Financial, a financial advisory practice of Ameriprise Financial LLC.
100% of the $49 per person enrollment fee will directly benefit Breakthrough T1D.
Be sure to enroll early to ensure your spot. Please click on the link to learn more details and to register.
https://secure3.convio.net/jdrf3/site/TR?fr_id=8518&pg=entry
Breakthrough T1D has not and does not finance, subsidize, endorse or otherwise recommend this seminar, nor does Breakthrough T1D guarantee the accuracy or value of the information presented and/or results achieved from using the information presented by First American Financial before, during or after this seminar. Breakthrough T1D is not affiliated in any way with First American Financial other than being named a beneficiary of certain donated funds generated by FAF in the presentation of this seminar.
