Issue link: http://townofcary.uberflip.com/i/1049618
Creating ACTIVE Retirement Years (919) 469-4081 55 Resources for Seniors Financial Seminars Your financial wellness is something that can always improve! These seminars are an investment in your future! Location: Classroom 302 FINANCIAL "WHAT-IFS" PLANNING FOR THE SECOND HALF OF LIFE Our presenter will address eleven potential threats to you, your family, and your assets in these tumultuous economic and political times and how best to avoid them. Solutions to these "what-if" scenarios will be offered to ensure you receive the highest quality of life possible with the greatest degree of independence possible. Presented by Jackie Bedard, Law Offices of Carolina Family Estate Planning. 119533 Fri Feb 8 9:30–11 a.m. RETIREMENT BY DESIGN Presenter will discuss how you can translate your vision for retirement into tangible goals. Whether you are 10 or 40 years from retirement, you'll learn investment strategies you can use now to help you retire when and how you want to. Presented by Kenn Buckner, Financial Advisor with Edward Jones. 119534 Fri Feb 15 9:30–10:30 a.m. TRUTHS AND MYTHS ABOUT REVERSE MORTGAGES Learn about the New Reverse Mortgage with examples from real life scenarios. What is a Reverse Mortgage, also known as a Home Equity Conversion Mortgage or HECM? What are the qualifications for a Reverse Mortgage? Why choose a Reverse Mortgage? What are the available options of a Reverse Mortgage? Presented by Micki Schutte, Loan Consultant, First National Bank. 119535 Fri Feb 22 9:30–10:30 a.m. SOCIAL SECURITY MAXIMIZATION Uncover how to maximize your Social Security benefits and increase your retirement income. Learn how Social Security benefits are calculated and when is the best time to apply for benefits. Coordinate benefits with your spouse and see how current employment will affect benefits in the future. Presented by Mark Courtemanche, National Social Security Advisor with Pinnacle Retirement Solutions. 119536 Thu Apr 4 6:30–7:45 p.m. SOCIAL SECURITY MAXIMIZATION Uncover how to maximize your Social Security benefits and increase your retirement income. Learn how Social Security benefits are calculated and when is the best time to apply for benefits. Coordinate benefits with your spouse and see how current employment will affect benefits in the future. Presented by Mark Courtemanche, National Social Security Advisor with Pinnacle Retirement Solutions. 119537 Fri Apr 26 9:30–10:45 a.m. TO "TRUST" OR NOT TO "TRUST" People get talked into making a "trust" document but most of us don't need it. This presentation discusses who would need it and who should not consider it. Also, other simple alternatives that will still give the advantages of a 'trust". Presented by Vidwans Financial, LLC. 119529 Fri May 24 9:30–10:30 a.m.