Smart Steps to a Successful Retirement
Thursday, June 5th 6-7pm
Paint Creek Cider Mill, Oakland Township
Free, but pre-registration is required
Session 1: Importance of Financial Planning & Getting StartedHow to create a successful financial planBudgeting and savingTitling and estate planningIncome strategiesTax considerationsProtecting assets
If you are nearing retirement, preparation is important to ensure you achieve your long-term goals. Learn about the different aspects of planning, what a
Rochester Wealth Strategies Hosting Retirement Seminar Series
Friday, May 23, 2025