Upcoming
FINANCIAL FORECASTING Session 2: Financial Planning for Retirement
Free
Wed, Apr 30, 2025, 1:30 – 3:00 PM EDT
Heritage Village - Cooper Center, 139 W. Beil Avenue, Nazareth, PA, USA Map
A financially secure retirement starts with making a plan. Whether you are still working, semi-retired or fully retired, this session will help you understand the strategy for long-term saving, investing, and finally withdrawing money you accumulate to achieve a financially comfortable retirement. Topics to include Financial Strategies for Traditional and Roth IRAs, Estate Planning (wills and trusts), Asset Ownership and Titling, and Philanthropy.
Course Instructors: John Pelcheck, Certified Financial Planner at The Philadelphia Trust Company
Contact us
- Liz Brandl
- LI••••B@MOR••••N.COM
- 610-746-1000
Location
Heritage Village - Cooper Center, 139 W. Beil Avenue, Nazareth, PA, USA
Classifications
Age Groups
- All