Proper retirement planning

When:
April 3, 2024 @ 1:30 pm – 2:30 pm
2024-04-03T13:30:00-04:00
2024-04-03T14:30:00-04:00
Where:
Jeffery Hale Pavilion
Cost:
Free
Contact:
Anaïs Fortin-Maltais
581-446-7476
Proper retirement planning @ Jeffery Hale Pavilion

This event is offered in partnership with Lifelong Learning.

Join financial advisor Peter Weston for this Proper Retirement Planning session. This session will cover the following subjects:

– Having as much income as possible in retirement while paying the least amount of tax.
– Find the most effective way to leave the largest possible inheritance to your children and grandchildren.
– Be taken care of in your old age in the most cost-efficient manner without being a burden on your children.

More about our guest, Peter Weston
Born and raised in Quebec City. After graduating from Quebec High School I was lucky enough to attend a boarding school in Connecticut for two years. There, I earned a basketball scholarship from a college in New Hampshire. After my college sophomore year, I transferred to Bishop’s University where I finished my degree.

I’ve been an independent financial advisor for four years; I counsel my clients on their investment decisions as well as for their personal insurance needs. The goal is to put together a personalized plan that takes into account my clients’ circumstances and objectives.

Don’t miss this opportunity to secure your financial future and enjoy peace of mind in retirement!
To register: https://forms.office.com/r/LCQeHLzSte

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