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