Virtual Lunch&Learn: Making Your Money Last: 10 Principals for Living in Retirement May 20, 2021
Date and Time
Thursday May 20, 2021
12:00 PM - 1:00 PM MDT
Location
Virtual Meeting via Zoom
Fees/Admission
Complimentary Benefit of Membership
Registration is required
Zoom Link will be sent with confirmation
Virtual Lunch&Learn: Making Your Mone...
Description
Making Your Money Last:
10 Principals for Living in Retirement
Presented By
Mark Claffey
Financial Advisor
Whether you are nearing retirement or have already retired, saving money is just the first step. You also have to make it last. Join us to learn practical ways to manage your money in retirement, with the goal of providing a reliable income. You want to spend retirement your way – make sure your money lasts as long as you need it.
Mark is an investment advisor with Edward Jones with an office in St. Albert and his clientele consists of self-employed professionals and small business owners who have complex tax and estate planning needs. He helps them demystify the investment and planning landscape to guide them towards reaching their goals. Mark has been in the industry for nine years, is married to his high school sweetheart Amy, with whom he has two amazing children.
This will be presented in a Virtual format through Zoom
You will need to download zoom
Zoom Link will be sent with the registration confirmation