We are pleased to conduct our Retirement “Small Talk” educational workshops for small groups within our community. Retirement topics will vary and rotate depending on the desires of the attendees.
If you would like to host Retirement “Small Talk” in your community, Contact Us!
Fall 2019 Schedule Clarkston Independence Library
Every Thursday starting Sept 26 through Oct 24 from 6:30 to 7:30 pm
Clarkston Independence District Library (in the new Business Center)
6495 Clarkston Rd. Clarkston, MI 48346
Retirement“Small Talk” is an educational retirement workshop in a roundtable-style format. Very informative and inviting with a small group of (4-10) like-minded age retirement-conscious people planning for retirement, ready to retire, or in retirement already.
I give a “small talk” and then tailor the remainder of the session to address questions that are on the minds of the attendees. Each session will cover an overview of the Main Pillars of Retirement Planning and a special topical area:
- Sept 26: Successful Aging
- Oct 3: Healthcare and Long-Term Care
- Oct 10: Investment and Income Planning
- Oct 17: Tax Planning
- Oct 24: Estate and Legacy Planning
What it’s Not
Our Retirement “Small Talk” is not the forum to bring your documents to have us review or provide specific recommendations!
We do offer a no-charge and no-obligation one-on-one “Get Acquainted” meeting if you would like to learn more about what services we could offer for your specific situation. Please visit our Client Portal to learn how to prepare for and schedule a “Get Acquainted” meeting!