Early & Unexpected Retirement: Your Questions, Our Insights
An early or unexpected retirement can bring a wealth of uncertainty, with questions that need to be answered. If you or someone you know is in this situation, join John G. Ullman & Associates on Monday, February 19th at 10 a.m. for an informational open house on early and unexpected retirements!
A panel of JGUA Financial Advisors will be on hand to present information and answer your questions to help ease your transition. Each registrant will receive a customized retirement-resource packet. Topics covered during the session could include:
- What to do with my retirement savings? Pension plans, Investments, Employee Stock Plans
- What are my medical insurance options?
- Social Security considerations – When should I take it? When can I take it?
- How do I respond as an empty nester with reduced income?
- Estate Planning considerations … Wills, Power of Attorney, Healthcare Proxies and more!
This free event will be held at JGUA Headquarters – 343 Daniel Zenker Drive, Horseheads, N.Y. – and early registration is encouraged. Please feel free to submit any specific questions you want answered during the registration process by using the form below.
Following your registration, a JGUA Marketing & Communication representative will contact you to confirm your submission.
If you have any additional questions or concerns regarding the event, please call 607-936-3785 or email [email protected]. We hope to see you there!
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*By completing this registration form, you agree to receive future emails from John G. Ullman & Associates, Inc. and its employees.
Address: 343 Daniel Zenker Drive
Horseheads, NY 14845
10 a.m. – Refreshments Served, Arrival
10:30 a.m. – Resource Session Begins / Group Discussion
11:30 a.m. – Open Q/A, Advisor 1-on-1’s
Email: [email protected]