Broker Check

Plan Well, Retire Well- Concord

Plan Well, Retire Well- Concord

Wednesday, March 06, 2019

6:00p - 9:00p EST

Granite Restaurant & Bar at the Centennial Inn

Granite Restaurant & Bar at the Centennial Inn

96 Pleasant Street
Concord, NH 03301
View on Map Event Website


Lois Davis


Stephen Davis

Come and meet our team. 

Steve will cover various topics including:

Risk- How you may dramatically increase interest earnings- while safeguarding your investment from risk. 

Social Security- How will your retirement income affect your social security benefits?

Longevity Risks- Will you outlive your retirement income? Who will take care of you if your health fails?

IRA/401K Management- What are your options if you have recently left your employer or experienced losses?  Is rollover or conversion an appropriate option for you? 

Inflation- How much purchasing power could you lose in the next 5, 10 or 15 years?

Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.

Share |

Event Registration

Thank you!

Error processing your request. Please try again at a later time.