Join JGUA and the Clemens Center For The First Presentation of the “Not Dead Yet!” Series
John G. Ullman & Associates and the Clemens Center are excited to announce their partnership for a three-part financial education series titled “Not Dead Yet!” – the series is slated to begin on Wednesday, April 3rd at 1 p.m. with a seminar on “Guiding My Retirement”
The session will be held in a virtual format, and will be led by JGUA President & Chief Operating Officer, Jason Nickerson, CFP®, EA and Associate Advisor Lyndsey Payne, MBA. The pairing will cover topics that could be at top of mind in your retirement, including…
- Can you retire? The psychology of retirement and the importance of the first five years of your retirement journey…
- What does retirement mean? The importance of retiring to something, not just from something.
- Income considerations in retirement – cash flow, social security, protecting your balance sheet
- Medical insurance considerations – Options to cover your healthcare costs, Medicare, and more!
Early registration is encouraged, as each registrant will receive a course booklet that is packed with information on retirement, retirement planning, social security, medical insurance options, key terms and more. All registrants will also receive a recording of the presentation shortly after it takes place.
If you have questions that you would like to ask either of our presenters during the session, we ask that you submit them using the space in the registration form below. Direct questions on the presentation should be directed to JGUA by calling 607-936-3785 or by emailing [email protected].
Once you have completed your registration, a JGUA Marketing & Communication Representative will be in contact to remit your virtual link for the session and course booklet. We hope to see you there!
*By completing this registration form, you agree to receive future emails from John G. Ullman & Associates, Inc. and its employees.