PBI: The Emerging Retiree

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3 Substantive Credits
Time: 12:00pm-3:15pm

Estate planning attorney and Chartered Financial Consultant Guy Matthews will give those looking to retire an overview of what to expect and ways to plan for those “golden years.” He’ll explain:
*How to maximize Social Security benefits as well as savings, IRAs and other retirement plans.
*Rules for qualified plan distributions, withdrawals, minimum distributions, deferred compounding and beneficiary designations.

To register call PBI at 1-800-932-4637.
December 4th, 2017 12:00 PM   through   3:15 PM

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