This is interactive workshop is mainly designed for individuals who meet or who are close to meeting retirement eligibility.
The goal of the workshop is to increase the attendees’ financial knowledge before making decisions about structuring their retirement income, electing Social Security and Medicare benefits, and planning their estates.
Attendees will learn from local experts in the fields of financial advising, Medicare , and legacy planning.
The event is free of charge. We kindly ask for a voluntary donation to The Carter Foundation.
Continental breakfast and a light lunch served for registered attendees.
Topics:
1. Understanding Social Security & Medicare
2. Making the Right Financial Decisions for Retirement
3. Planning My Legacy for Today and Tomorrow
Speakers:
DeVon A. Pruitt — WestPoint Financial Group
Karen Griffin — Berry & Gardner
Saron Heath — TRK Group
Thomas Key — TRK Group
Thank You to Our Sponsors:
Berry & Gardner
TRK Group
The Carter Foundation
Discussion
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