Limited registration is in progress, in-person or by calling the Information Desk at 883-4400 Ext: 136
Estate Conservation/ Monday, December 9th at 7pm
Like many people, you may hope to leave a substantial legacy for your loved ones and charitable causes. But without proper planning and the appropriate financial strategies, you may not be able to protect your assets from probate and other unintended consequences. As a result, your estate may be settled in ways you did not intend.
Annuities – Understanding Them and Realizing Their Place and Value in Retirement Planning and Income/ Monday, January 6th at 7pm
If properly planned, retirement can be the best time of your life — an opportunity to celebrate what you have accomplished and to enjoy the peace of mind that comes with a guaranteed income stream.
Are you guaranteed to have a certain amount of income in retirement?
The key to a secure retirement is investing your assets so they will continue to grow, but also ensuring they are protected to support your desired lifestyle. While fixed investments such as CDs, money market accounts and bonds have traditionally provided retirees with protection from market volatility, these options in recent years have provided little to no growth. Annuities are an attractive alternative because they can offer growth plus security.
Retirement Investment Strategies/ Monday, January 27th at 7pm
You have worked hard and saved diligently throughout your career. Now you deserve to relax and enjoy the fruits of your labor. But have you considered the possibility that your retirement savings may not sustain the lifestyle you have always dreamed of?
To schedule an individual appointment with Samuel J. Schiff
Stop by the Reference Desk, email us email@example.com or by calling: