When 2 Become One; Combining Household Finances

  W2532
  2/11/2025
  Tu
  6:30 PM - 8:00 PM
  South Middle School:Room 305
  Ann Merkley
  $10.00

Registration Opens Friday, December 13, 2024 at 12:00 AM

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Schedule

Instructor: Ann Merkley, Merkley Wealth Associates

Tuesday, 6:30-8:00 pm

February 11 

South Middle School, Rm 305

 

Info

Are you afraid you can’t afford to retire?

We will explore:

1. How to convert a 401K plan into an income stream you can’t outlive

2. How to maximize your Social Security Benefits and Medicare

3. Ways to minimize your taxes in retirement

4. Options to help protect investments from market fluctuation and inflation.

This seminar is focused on women who want to become more empowered in today’s financial world. It is taught by a female financial advisor with 45 years of experience and a panel of female specialists.

Instructor: Ann Merkley, Merkley Wealth Associates