Please join the Team of Sheehy & Molinelli: Retirement Planning Specialists along with Boys & Girls Club of Mercer County for a joint Workshop that will discuss some of the issues facing pre and post - retirees as they plan their financial lives and beyond.
We will feature a joint presentation by the team at Sheehy & Molinelli along with the Boys & Girls Club and serve cocktails and dinner.
After a lifetime of accumulating assets, retirees face a multitude of decisions on how they prioritize and ultimately pursue a variety of goals:
-Retirement lifestyle expenses
-Healthcare costs/long-term care threats
-Assisting family (children/grand-children)
-Legacy goals (inheritance and wealth transfer to family)
-Charitable Endeavors (while alive, after death)
Without the help of a professional, it is oftentimes very difficult to determine the most effective way to use available resources to address these goals both individually and in the aggregate.
We will discuss these issues and provide a attendees with the foundation on how to begin addressing these issues during retirement.
It should be a nice night and we hope you can make it!
Date and Time
Thu, May 18, 2023
6:00p - 8:00p EST
This information is not intended to be a substitute for individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.