Free Retirement & Estate Planning Workshops

Written By Rachel Harris

Next month, we’re partnering with Financial Advisor Derek Fairchild of Baystate Financial to host two free educational seminars on the financial and legal topics that can impact you before, during, and after retirement.

These are the same workshop offered in two locations. Pick the date and place that works best for you.

No registration required - just show up!

What We’ll Cover

Mitigating Risks (Including Down Markets) Before + During Retirement
With Derek Fairchild, Financial Advisor
Key takeaways:

  • Reliable vs. unreliable income sources in retirement

  • Taking on an appropriate level of risk

  • How to manage bear markets and “sequence of returns” risk

Beginner’s Guide to Estate Planning
With Rachel Harris, Attorney
Key takeaways:

  • How an estate plan works

  • The role of a Power of Attorney

  • Common issues we see in estate plans

Dates & Locations

 

Captain’s Cove Golf & Yacht Club (Community Building)
3370 Captain’s Corridor, Greenbackville, VA

Wednesday, March 4 at 1:30 PM and repeated at 6:30 PM

 

Glad Tidings Assembly of God
1519 Market Street, Pocomoke, MD
(Enter at the lower door on Payne Ave)

Wednesday, March 18 at 6:00 PM

Rachel Harris
Next

All About Trusts