Financial Workshop Lunch & Learn Series

Alpharetta Library 10 Park Plaza, Alpharetta 30009 12:00-1:30 pm

Tuesday February 18 Retirement, Why it’s Different for Women
Retirement planning can be complex. We address the concerns people face such rising medical costs, outliving their money, the challenges women typically face such as living longer than men, time out of the workforce with children and/or as a caretaker. Oftentimes, women have delegated financial decisions to their spouse and are not up to speed. An open discussion about these issues and some possible strategies.

Thursday March 31 Annuities
What is an annuity? We talk about how annuities have evolved, provide plain speak definitions of the most commonly used terms and riders along with some of the different costs. Learn if having a annuity as part of your overall financial plan makes sense for you.
Come to one. Come to all.
For additional questions, please call Debbie @ 770-377-4941