Money Matters: A Financial Planning Event

You’re retired. Your money shouldn’t be.

Luxurious retirement living begins with thoughtful retirement planning. Please accept our invitation to Money Matters, a financial planning event guided by John O’Hara, a financial advisor at Edward Jones, and organizer of the legendary Caldwell Street Fair.

John will discus a full range of retirement financial issues, including:

Retirement Income Strategies
Savings withdrawal strategies during uncertain times
Ways to save and thrive financially during retirement
Leaving an inheritance

You can never know too much about your money–and this is a wonderful opportunity to gain a fresh perspective as you enter into this new financial phase of your life. You’re also invited to tour our magnificent 48-acre community while you’re here.

Space is limited, so RSVP today.

Call 973-240-8414 or complete the form below:

When

Wednesday, April 12, 2023
2:00 pm - 3:30 pm

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