Navigating Retirement as a Widowed Person
Mon, May 17
|Online Event--Zoom
Please RSVP at https://www.meetup.com/Widows-Widowers-of-Montgomery-County/events/277818428/
Time & Location
May 17, 2021, 7:00 PM – 8:00 PM
Online Event--Zoom
About The Event
Upon losing a spouse, one of challenges we face is understanding the impact on our retirement. What are you entitled to as the surviving spouse? How do you access Social Security benefits? Should you combine your 401(k) or IRA with your spouse’s? These and other critical concerns will be addressed by Pamela Graham, LPL Financial Advisor of Pro Wealth Management, LLC. and Roberta Eckert, V.P. Nationwide Retirement Institute. Pamela and Roberta will guide you through the complexities of retirement and widowhood, whether you are close to retiring, still years away, or already retired. Please join us on Monday, May 17th at 7:00pm for this informative and educational seminar. *Securities and Advisory Services Offered Through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC