Financial Services Seminars
AAA is pleased to offer the following Financial Services educational seminars at our Springfield office.
Extended Care Funding Options - March 29th, 2017 6-7:30PM
A financial strategy that includes a plan for extended care may help you realize your goals while helping minimize the impact a need for caremay have on you and your loved ones. Come learn about ways you can prepare for the future with long-term funding options offered by New York Life.
Choose Your Retirement Path - April 26th, 2017 6-7:30PM
From financial concerns to sound solutions, let's talk about the challenges you face as you navigate the road towards retirement. Join AAA for the Choose Your Retirement Path seminar - a free discussion and sales presentation that can point you in the right direction.
Tax Diversify Your Retirement Portfolio - May 31st, 2017 6-7:30PM
Retirement isn’t what it used to be — especially with people living longer and spending more of their lives as retirees. With fewer companies offering pensions, and Social Security facing an uncertain future, the way we fund our retirement is changing, too. And tax rates? While they may be at historic lows now, there’s no telling where they’ll be in the future and how they’ll impact your retirement income. So how can you keep more of the savings you’ve worked a lifetime to enjoy? Join us for our free Tax Diversification Seminar and learn how.