This is not a library sponsored event.
Purpose of Meeting
Join Brad Allan, President & Retirement Specialist at the Allan Agency, for a Retirement Educational Course. This course will address the following topics:
Understanding Tax Rate Risk
Strategic Tax Distribution Planning
Maximizing Social Security Benefits
Addressing Retirement Distribution Pitfalls
Long-Term Care Planning for Asset Protection
Benefits of Strategic Planning
FREE | Reserve your seat today!
Advance Registration is Required. To register by phone, please call 800-783-1047. To reserve your seat online, please visit www.coursersvp.org/dfh