Financial Services Professionals* of UFinancial Group will be presenting a five part series on planning for postretirement years. Learn strategies on estate conservation, maximizing social security benefits, and understanding financial options for long term care.
- Thursday, May 12th Long-term Care* “Understanding our long term care options.”
- Thursday, June 9th Retirement* "What you need to know about planning with retirement accounts."
- Thursday, September 8th Estate Conservation* "Using wills and trusts."
- Thursday, October 13th Social Security* “Strategies that can help you maximize your benefit.”
- Thursday, November 10th Understanding Dementia" Guest speaker Kara Abdala "Are you prepared to pay for long-term care”* Representative, UFinancial Group
Enjoy refreshments and learn how Exton Senior Living helps seniors plan for an exceptional retirement. RSVP to our concierge at 610-594-0200