Preparing to Grow Older Successfully: Getting your Affairs in Order
Join us to equip yourself with knowledge and understanding for your later years. On three consecutive Sundays, March 1, 8 and 15, from 1:00 – 2:30 pm, Silver Souls and Mount Pleasant Village will co-sponsor a three-part educational program addressing issues of particular concern to those of us in our older years, those approaching retirement, and caregivers. Each session will feature an expert in the area and time for Q&A and will cost $10. Register online or pay at the door.
Timothy McDonough, Director of Financial Planning and Team Lead Planner for Garrison Advisors, LLC, and colleagues, will address the issues needed for planning your life in retirement: What experts should you consult in planning for your future in retirement? What decisions and documents do you need to protect your interests as you grow older? Can you afford to remain retired and what do you need to be financially secure?
Tim has been practicing in this area since 1995. In his capacity as a Financial Planner/Advisor, he offers total financial needs analysis through a network of professionals with expertise in:
- Pre-retirement advisory services–cashflow modeling, insurance, investment strategies
- Retirement income and expense analysis and distribution planning
- Elder care / health care planning
- Estate and Trust services