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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