John G. Ullman & Associates and the Clemens Center are thrilled to present Life in Focus, a four-part financial education series kicking off on Wednesday, January 15, at 1 p.m. The inaugural seminar, Navigating Your Retirement Journey, will be held in person at the Clemens Center.
You can register for the session HERE
Join JGUA President & Chief Operating Officer, Jason Nickerson, CFP®, EA, and Associate Advisor Lyndsey Payne, MBA, as they guide you through essential retirement topics, including:
– Retirement Income Streams
– Taxability of Retirement Income
– Health Insurance & Related Health Costs
– The Emotions & Psychology of Retirement
– Determining Your Retirement Checklist & More!
Space is limited for this in-person event, so early registration is recommended. Each attendee will receive a comprehensive presentation booklet covering retirement planning, Social Security, healthcare options, key terms, and other valuable information.
Registered participants will also receive a recording of the session for later viewing. To submit questions in advance for the open Q&A portion, please email [email protected] or call 607-936-3785.
