Considering an early retirement? Has retirement unexpectedly appeared in your life? Are you facing a layoff and aren’t sure what comes next or how to respond? John G. Ullman & Associates welcomes you to join our Rhinebeck team for an in-person event, focusing on the topic of early and unexpected retirements.
The in-person session will be held on Thursday, November 7th at 4 p.m. at the RhineCellar (47 E Market St Suite 2, Rhinebeck, NY 12572) and will be led by Advisor and Rhinebeck Branch Manager Andrew Baron, CFP®, EA and Associate Advisor Derek Doyle. The pairing will cover a variety of retirement topics, including:
- Healthcare Considerations
- Retirement Savings
- Investment Management
- Social Security Considerations
- Empty Nesters
- Estate Planning
- Income Considerations
- Tax Planning and More!
Early registration is encouraged, as each registrant will receive a presentation booklet that is packed with information pertaining to all of the topics listed above.
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. 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 confirm your registration. 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.
*We are not practicing attorneys or licensed insurance sales professionals. We review these areas as an objective third party with our client’s best interests at the forefront
