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 Thursday, June 20th for a pair of informational sessions on early and unexpected retirements!

The JGUA Charlotte Team, including Senior Advisor Todd Brost, CFP® and Associate Advisor Jakob Brost, MS, who will be on hand to present information and answer YOUR questions.

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 the JGUA Charlotte Office – 5955 Carnegie Blvd., Suite 100, Charlotte, N.C., 28209 and early registration is encouraged. Two sessions will be offered, one from 12 p.m. to 1:30 p.m. and another from 5:30 p.m. to 7 p.m.

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!

To stay up to date on this event and other content, follow JGUA on our social media channels including Facebook, LinkedIn, Instagram and YouTube!

Please be sure to add jgua.com to your safe senders list to avoid emails going to spam.

*By completing this registration form, you agree to receive future emails from John G. Ullman & Associates, Inc. and its employees.

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Address: 5955 Carnegie Blvd., Suite 100, Charlotte, N.C. 28209

Event Schedule – 12 p.m. to 1:30 p.m. Session

12 p.m. – Refreshments Served, Arrival

12:30 p.m. – Resource Session Begins / Group Discussion

1:30 p.m. – Open Q/A, Advisor 1-on-1’s

Phone: 607-936-3785

Email: [email protected]

Event Schedule – 5:30 p.m. to 7 p.m. Session

5:30 p.m. – Refreshments Served, Arrival

6 p.m. – Resource Session Begins / Group Discussion

7 p.m. – Open Q/A, Advisor 1-on-1’s

Phone: 607-936-3785

Email: [email protected]