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(Virtual) Retirement and Life Care Planning: Helping You Build the Path to a Peaceful Future
October 28, 2020 @ 11:00 am - 12:00 pm Eastern
Councilor, Buchanan & Mitchell, and its financial advisory subsidiary MBI, are teaming up with Paladin Life Care to present a not-to-be-missed seminar on retirement planning, including addressing life care choices. If you are thinking about retirement and/or have loved ones you are concerned about, this seminar will help make sense of the planning and choices that you may want to consider.
On Wednesday, October 28, from 11 am to 12 pm EST, join Judy Barnhard, CPA, CFP®, CDFA®, and Alex Seleznev, MBA, CFP®, CFA, members of CBM’s financial planning practice, and Alice Paxton, owner and CEO of Paladin Life Care, for a one-hour session on how to effectively plan ahead to build the peaceful future you deserve.
During an engaging presentation, they will review:
- Retirement Planning
- Investment Planning
- Insurance
- Income Tax Concepts
- Budgeting and Cash Flow
- Life Care Considerations
Our presenters have guided hundreds of individuals and families through financial and life care planning considerations for retirement planning, and they look forward to sharing their expertise with you on October 28.