Financial Wellness Education Programs
Paul McIntyre, Author, Educator and Financial Advisor
will host a 50-minute educational session on the following topics and dates: Wednesday 9/18/24 11:00 am Optimizing a Retirement Portfolio Using Annuities Wednesday 10/9/24 11:00 am Improving Your Retirement With Income for Life. Wednesday 10/30/24 11:00 am 3 Keys to Income Planning No reservations are required, but space is limited on a first come basis. Each session will be held in our meeting room. |
Retirement Income Planner Workbook (pdf)
This workbook will help you figure out what your retirement finances will look like. |