Financial/Legacy Planning for a Successful Retirement

Name: Financial/Legacy Planning for a Successful Retirement
Start: 2019-09-20 16:00:00
End: 2019-09-20 17:00:00
Location: Canvas Valley Forge

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