This presentation gives you a means with which to address the important investment concerns shared by today’s retirees. We will help participants identify their needs and evaluate solutions that you can help them implement. They’ll learn how to determine their risk tolerance, benefit from the tax rules specific to their age group, and much more.
Lunch will be provided!
Location
East Collaboration Room
RSVP
Terri Kelly
tkelly@bsalifestructures.com
This workplace workshop is open to employees of BSA LifeStructures.
If you are interested in hosting this workshop at your organization, contact
your Elements Relationship Manager today.