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Financial/Legacy Planning for a Successful Retirement

Residents, join us in the Canvas Room for a Lunch & Learn with the financial advisers from Tundidor & Weiss Investment Group.

Topics To Be Discussed Include…

Long Term Care Needs & Alternative Funding Methods

Estate Planning: Importance of Wills/Trusts

Beneficiary Designations on Retirement & Investment Accounts

Asset Distribution in Retirement

Required Minimum Distributions & QLAC Option to Lower RMD

Financial/Legacy Planning for a Successful Retirement

calendar icon 20 September, 2019

alarm icon 12:00 pm - 1:00 pm

map icon Canvas Valley Forge, 101 Bryce Lane, King of Prussia, United States, 19406

Price: Free

Event Type: Residents Only

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