Lumina

Retirement Investment Strategies

This presentation gives you a means with which to address the important investment concerns shared by today’s retirees. We will help participants identify their needs and evaluate solutions that you can help them implement. They’ll learn how to determine their risk tolerance, benefit from the tax rules specific to their age group, and much more.

Date: 11/07/2019 (Thu.)

Time: 9:00am - 10:00am EDT

Location: Covening Room

Created by:   Abbey Askew
 

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