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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
20 September, 2019
12:00 pm - 1:00 pm
Canvas Valley Forge, 101 Bryce Lane, King of Prussia, United States, 19406
Price: Free
Event Type: Residents Only
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