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Early & Unexpected Retirement: Your Questions, Our Insights

Early & Unexpected Retirement: Your Questions, Our Insights

Thursday, June 20, 2024 (12:00 PM - 7:00 PM) (EDT)


An early or unexpected retirement can bring a wealth of uncertainty, with questions that need to be answered. If you or someone you know is in this situation, join John G. Ullman & Associates on Thursday, June 20th for a pair of informational sessions on early and unexpected retirements! The JGUA Charlotte Team, including Senior Advisor Todd Brost, CFP® and Associate Advisor Jakob Brost, MS, who will be on hand to present information and answer YOUR questions. Register Here - Each registrant will receive a customized retirement-resource packet. Topics covered during the session could include: What to do with my retirement savings? Pension plans, Investments, Employee Stock Plans What are my medical insurance options? Social Security considerations – When should I take it? When can I take it? How do I respond as an empty nester with reduced income? Estate Planning considerations … Wills, Power of Attorney, Healthcare Proxies and more! This free event will be held at the JGUA Charlotte Office – 5955 Carnegie Blvd., Suite 100, Charlotte, N.C., 28209 and early registration is encouraged. Two sessions will be offered, one from 12 p.m. to 1:30 p.m. and another from 5:30 p.m. to 7 p.m. You can register using this link:

John G. Ullman & Associates
5955 Carnegie Blvd Suite 100
Charlotte, NC 28209 United States
Event Contact
Ryan Sargent
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Thursday, June 20, 2024 (12:00 PM - 7:00 PM) (EDT)
Session One - 12 p.m. to 1:30 p.m., Session Two - 5:30 p.m. to 7 p.m.
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