Learn Financial Strategies
Join us for expert advice on financial strategies to guide you in reaching your personal and professional goals.
Registration is free and complimentary food and assorted beers will be provided after the seminar.
We hope you will join us for this informative event and stick around to network with like-minded members of our community.
Select the seminar you wish to attend and follow the link to our registration page.
We look forward to meeting you!
Planning For Your Future Is Better When You Do It Together
Tuesday, February 24th 6 – 8 p.m.
Last Wave Brewing, 601 Bay Ave. Point Pleasant Beach, NJ 08742
Making retirement decisions as a couple can feel overwhelming, but it doesn’t have to be.
Join us for an informative, relaxed evening focused on helping couples align their goals, reduce uncertainty and build confidence about the future together.
Topics Include:
• Income planning to create a retirement paycheck.
• Protect your family plan with estate planning basics.
• Maximizing Social Security as a couple.
• Retirement goal alignment for couples.
• Minimizing tax liabilities in retirement.