Page 7 - 2021-2021 event presentation
P. 7
2022 Proposed
Retire on Your Terms
®
®
presented by John Hughes, CFP , ChFC , RICP ®
• Live the life you want today, and in the future by under-
standing the basics of developing a smart financial and
investment plan
• Identify the risks that could throw your retirement plan
off and track solutions that can help you protect what
you have earned
• Create a meaningful legacy today.
Proposed date: February 1, 2022
february 2022
One-on-one consultations
Proposed date: February 17, 2022
Social Security
presented by MFS Investment Management
• How retirement benefits are calculated
• Options for married couples and divorcees
• Taxes and your retirement plan
Includes several supplemental handouts.
Proposed date: April 6, 2022
april 2022
One-on-one consultations
Proposed date: May 4, 2022
may 2022
