Retirement Income Planning

How Much will you Need to Ensure a Comfortable Lifestyle when you Retire?

Retirement Income Planning | Wednesday, January 9 | 5:30 PM

FREE Fiscally Fit seminar series continues

Join us for SBW Wealth Management’s next Fiscally Fit seminar on Wednesday, January 9, 2019 at 5:30 pm when Kevin Beauregard, VP, SBW Wealth Management and Investment Executive, Infinex, will focus on Retirement Income PlanningTopics will include: How much annual income you’ll need during your retirement years to support the lifestyle you want, positioning your assets to provide that income and much more.

This seminar will be held at 84 Marlboro Street in Keene. To register, fill out the form on this page or call Samantha Corliss (603) 355-1674.

AND, be sure to save the date for these upcoming seminars:

Wednesday, February 13  Retiring with Purpose featuring guest speaker Mark Daly
What will you do when you retire? Tips and strategies for ongoing personal prosperity.

Wednesday, March 13 — Introduction to Annuities and Variable Annuities
Discover what an annuity is, how it can provide supplemental retirement income beyond traditional retirement sources such as an IRA and 401(k) and ways that variable annuities can offer features not generally found in other types of investment products

Wednesday, April 10 — Science of Investing with guest speaker Gabe Hathorn, CIMA Symmetry Partners LLC

SBW Wealth Management Seminar Registration