Please join us for a FREE Seminar with financial planning professionals from Ambassador Advisors and a buffet luncheon. Reservations are required.
Tuesday, November 13, 2012 at 11:00AM at America’s Keswick
Navigating the Last Phase of Your Legacy Plan
- Current market conditions and how to manage your money during retirement.
- How much you need to take as income each year, each month, each day, from your nest egg.
- Which income streams should you be relying on: pension, Social Security, home equity, stocks or bonds?
- Managing your estate during your lifetime
- Estate conservation challenges
- Strategies in legacy planning
Call today for reservations. Space is Limited! RSVP by calling 732.350.1187