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Complimentary Breakfast Presentation
Can I Afford To LIVE? ... RETIRE? Navigating The Baby Boomer Crisis
The recent wave of FINANCIAL SHOCKS has turned the baby boomer generation’s world upside down. Now, boomers are asking some real and challenging questions. • Is my cash safe? • If I keep my current lifestyle, does it put my future at risk? • Should I make adjustments to my gifting or eat into my principal? • Am I still in a position to sell out or retire? • Will I have enough to cover my expenses 5, 10, 20 years from now? Join us for breakfast as we offer ideas and strategies on ... protecting cash ... retirement ... investments ... life insurance ... gifting ... financing ... transitioning the business ... healthcare ... budgeting ... estate planning ... transferring assets ... long-term care ... For more information, call Jaimee Bracco 212.699.8873.
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