Broker Check
11 May
Get Retirement Ready at WARD MELVILLE High School


Are you considering retiring in the next few years or are you recently retired?

Register for our educational class to learn how to get Retirement Ready and develop an income plan that will replace your paycheck in retirement!

This in-person class is a must see for pre-retirees and recent retirees who wonder how to pull all the various financial pieces together in order to have a successful retirement and live the life they've worked hard for.

In this educational class you will learn:

  • Do I have enough to retire?
  • How do I create a growing paycheck from my investments?
  • Am I doing the right things with my money for this next phase of my life?
  • How do I take the money in my IRA out in the most tax efficient manner? 
  • Am I managing all the risks unique to a retiree?

Spots are limited so register (above) today!

Date and Time

Thu, May 11, 2023

7:00p - 8:30p EST


Ward Mellville High School

380 Old Town Rd
Setauket, NY 11733
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