Description

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 - https://jgua.com/retirement-event/ 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: https://jgua.com/retirement-event/