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Course Description

Joseph P. Silvestri, CFP, ChFC, CLTC and Chester O. Gordon IV, CFP of Arkhitekton LLC

As baby boomers approach retirement, new financial questions arise. We’ll address your questions about building enough wealth to retire, increasing retirement income, and exploring lifestyle options. Discuss mutual funds, insurance, stocks, bonds, estate taxes, and long-term care. You’ll receive a workbook packed with sound, solid information that you can take home and put to good use in the development of your own financial blueprint. Come away with a clearer picture of the opportunities available to improve your future financial security. Spouse/partner may attend for free. 3 SESSIONS

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