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Date/Time
Date(s) - 04/03/2024
1:00 pm - 2:00 pm

Location
Clemens Center

Categories


Join John G. Ullman & Associates and the Clemens Center For The First Presentation of the “Not Dead Yet!” Series

John G. Ullman & Associates and the Clemens Center are excited to announce their partnership for a three-part financial education series titled “Not Dead Yet!” – the series will begin on Wednesday, April 3rd at 1 p.m. with a seminar on “Guiding My Retirement”
The session will be held in the Clemens Center’s upper lobby, and will be led by JGUA President & Chief Operating Officer, Jason Nickerson, CFP®, EA and Associate Advisor Lyndsey Payne, MBA. The pair will cover topics that could be at top of mind in your retirement, including…

– Can you retire? The psychology of retirement and the importance of the first five years of your retirement journey…
– What does retirement mean? The importance of retiring to something, not just from something.
– Income considerations in retirement – cash flow, social security, protecting your balance sheet
– Medical insurance considerations – options to cover your healthcare costs, Medicare, and more!

Early registration is encouraged, as each registrant will receive a course booklet that is packed with information on retirement, retirement planning, social security, medical insurance options, key terms and more.

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