Countdown to retirement
 

Hosted By: Roger Johnson, CFP®, AIF® and Jodi Murphy, J.D.

A checklist review for those within three years of retirement. Spend a couple hours to make sure you’re on the right track for a successful retirement. It will also be a great time to review the key components of a successful estate plan with an estate planning attorney . Attendees will receive a copy of the Countdown to Retirement checklist.

This is not a product presentation, so leave your checkbook at home!

Please call Carrie at 407-869-9800 or click here.

When: Saturday, September 13, 2014 – 11:00 a.m. to 1:00 p.m. A light lunch will be served.

Where: 1111 Douglas Avenue, Altamonte Springs, Florida