Estate and Retirement Planning Lunch and Learn
December 2 @ 12:00 pm - 1:00 pm
Join us for a free, informative lunch and learn session (lunch provided) with Kevin Flaherty of RBC’s Flaherty Fryer Group, who will discuss the importance of both estate planning and retirement planning — key steps in securing your financial future and protecting your loved ones. Topics will include:
Estate Planning
- Control over asset distribution
- Tax efficiency
- Protecting loved ones & beneficiaries
- Planning for Incapacity
Retirement Planning
- Financial security & independence
- Accounting for longer lifespans
- Combating inflation & rising costs
- Healthcare & long-term care
- Maintaining lifestyle & achieving your goals
Space is limited. Please register by contacting Laura Richeson: lauraricheson@talbotinterfaithshelter.org