Retirement Planning Masterclass

Join us for this six-part series held on the third Wednesday of each month. Planning for retirement involves more than saving—it’s about making thoughtful decisions that support your lifestyle, financial security, and peace of mind. Financial advisor Jeff Morneault, CFP®, EA, RICP®, will lead this complimentary monthly workshop designed to help you better understand key financial topics that shape a confident retirement. April’s class will cover Retirement Portfolio Management by utilizing asset classes to match income needs with risk capacity and tolerance. Each session concludes with time for open Q&A.

Upcoming Topics:
• Safe withdrawal rate planning and revisiting the 4% rule
• Long-term care planning, including costs, insurance, Medicare, and Medicaid considerations
• Planning for the loss of a spouse and navigating financial transitions
• Legacy and estate planning, including gifting strategies and asset transfer planning