Presentations & Webinars
Below is a comprehensive list of current and/or upcoming events. Once you have found the one(s) that interest you, please fill out the registration form below. Feel free to email us at info@jgua.com for more information.
“Preparing for Retirement and Beyond”
Friday, June 25th @1pm – 2pm
*NOTE*
This is an in-person, live presentation that will be located at the Canisteo Library.
The address is 19 West Main Street, Canisteo, NY 14823.
Topics of discussion will include:
Goals for Retirement
- Travel
- Visiting family / grandkids
- Move
- Charitable gifting
Cash Flow
- Income
- Pension
- Social Security
- Personal Savings
- Expenses
- Travel
- Healthcare
Longer Term
- Age in place
- Assisted living
Presented by:
Todd A. Brost, CFP®
Senior Advisor
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