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18 May
Retirement, Charitable & Legacy Planning... DO I HAVE ENOUGH?


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.

The Dilemma...

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


Leonardo's Restaurant

2021 Brunswick Ave
Lawrence Township , NJ 08648


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.

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