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Community Corner

Free Financial Seminar and Luncheon

America's Keswick, Neighbor

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


Topics include:

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Navigating the Last Phase of Your Legacy Plan


 

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  • 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

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