Strategic Financial Planning: The Key to Retiring Well Date: Saturday, October 5, 2024 Time: 10:00 AM - 12:30 PM EDT Location: Camden County College, 1889 Rt. 70 East, Cherry Hill, NJ 08003 Presented By: Donald DelMonte, CFP®, ChFC® , APMA® & William H Eldridge, ChFC®, CLU®, Financial Advisor | Chartered Financial Consultant Hosted By: ForFutures Financial Planning, a financial advisory practice of Ameriprise Financial Services, LLC The full course consists of four 21/2-hour sessions on Saturday Mornings, October 5th, 12th, 19th and 26th. Topics Include: Determining how much money you may need to retire. Strategies for controlling health-care costs. Turning 401(k)and IRAs into tax efficient income in retirement. Understanding investment strategies and alternatives. Estate planning strategies for transferring assets to loved ones and charities of your choice. Strategies for keeping Social Security off your tax return.
Strategic Financial Planning: The Key to Retiring Well Date: Tuesday, October 1, 2024 Time: 6:30 PM - 9:00 PM EDT Location: Camden County College, 1889 Rt. 70 East, Cherry Hill, NJ 08003 Presented By: Donald DelMonte, CFP®, ChFC® , APMA® & William H Eldridge, ChFC®, CLU®, Financial Advisor | Chartered Financial Consultant Hosted By: ForFutures Financial Planning, a financial advisory practice of Ameriprise Financial Services, LLC The full course consists of four 2 1/2-hour sessions on Tuesday Nights, October 1st, 8th, 15th, 22nd. Topics Include: Determining how much money you may need to retire. Strategies for controlling health-care costs. Turning 401(k)and IRAs into tax efficient income in retirement. Understanding investment strategies and alternatives. Estate planning strategies for transferring assets to loved ones and charities of your choice. Strategies for keeping Social Security off your tax return.
Strategic Financial Planning: The Key to Retiring Well Date: Saturday, March 16, 2024 Time: 10:00 AM - 12:30 PM EDT Location: Camden County College, 1889 Rt. 70 East, Cherry Hill, NJ 08003 Presented By: Donald DelMonte, CFP®, ChFC®, APMA® & William H Eldridge, ChFC®, CLU®, Financial Advisor | Chartered Financial Consultant Hosted By: ForFutures Financial Planning, a financial advisory practice of Ameriprise Financial Services, LLC The full course consists of four 2 1/2-hour sessions on Saturday Mornings, March 16th, 23rd, 30th and April 6th Topics Include Determining how much money you may need to retire. Strategies for controlling health-care costs. Turning 401(k) and IRAs into tax efficient income in retirement. Understanding investment strategies and alternatives. Estate planning strategies for transferring assets to loved ones and charities of your choice. Strategies for keeping Social Security off your tax return. ** Please include a phone number on your registration **
Strategic Financial Planning: The Key to Retiring Well Date: Tuesday, March 12, 2024 Time: 6:30 PM - 9:00 PM EDT Location: Camden County College, 1889 Rt. 70 East, Cherry Hill, NJ 08003 Presented By: Donald DelMonte, CFP®, ChFC® , APMA® & William H Eldridge, ChFC®, CLU®, Financial Advisor | Chartered Financial Consultant Hosted By: ForFutures Financial Planning, a financial advisory practice of Ameriprise Financial Services, LLC The full course consists of four 2 1/2-hour sessions on Tuesday Nights, March 12th, 19th, 26th and April 2nd Topics Include Determining how much money you may need to retire. Strategies for controlling health-care costs. Turning 401(k) and IRAs into tax efficient income in retirement. Understanding investment strategies and alternatives. Estate planning strategies for transferring assets to loved ones and charities of your choice. Strategies for keeping Social Security off your tax return. ** Please include a phone number on your registration **