Events Calendar |
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Retirement for the Rest of Us
Date: March 21, 2018
Time: 6:30 PM - 8:00 PM
Event Description
FREE Reception & Seminar: Right-Size Coaching & Financial Solutions to Maximize Limited Assets Treece Financial Group and Lambda Living are proud to offer this series of educational seminars on a variety of important financial topics for the LGBTQ community. Attend this free seminar to get personalized, practical advice from financial advisor David Treece on changing your lifestyle, spending habits, maximizing what assets you do have, and developing a strategy to make ends meet. Attendees will get a chance to win a copy of the ideal right-sizing resource "The Gentle Art of Swedish Death Cleaning: How to Free Yourself and Your Family from a Lifetime of Clutter" • Discover strategies to right-size and embrace gratitude and simplicity • Learn how to avoid the 8 mistakes that can upend your retirement • Find out how to review your own numbers to see what areas need your attention • Gain insights to maximize your Social Security benefits, employer-sponsored benefit plans, IRAs, and investment income • Explore options for making more money, such as reverse mortgages Securities and Advisory Services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other entity.
