COMPLIMENTARY EDUCATIONAL DINNER WORKSHOP
Dinner is on us at Cafe Luna in Old Bridge

Join us for an informative and relaxed evening on Monday, March 31 at 6:00 PM as we discuss important financial decisions that many individuals and couples face as they approach or enter retirement.

During this educational workshop, we will share strategies designed to help you better understand how retirement income, taxes, Medicare, and Social Security all work together. Our goal is to provide clarity so you can make more confident and informed decisions about your financial future.

We will begin promptly at 6:00 PM with our discussion, followed by dinner served at approximately 6:45 PM in a comfortable setting where guests are welcome to ask questions throughout the evening.

During this session, we will cover:

• Strategies designed to help turn retirement savings into reliable income
• Tax-advantaged strategies that may help retirees keep more of what they’ve saved
• How to make more informed Social Security claiming decisions
• Understanding Medicare options and avoiding costly enrollment mistakes
• The differences between Medicare Supplement and Medicare Advantage plans
• Planning strategies that may help protect a surviving spouse
• The Family Love Letter – organizing your financial life so your family receives a legacy of clarity, not confusion