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Retirement Mountain: Know Your Path

  • Georgetown Peabody Library 2 Maple Street Georgetown, M 01833 (map)

Even though you’ve spent most of your life saving for retirement, you may need some help making your retirement savings last. Attend this seminar to learn about the major withdrawal pitfalls investors are prone to and how your financial advisor can help you avoid them.

What you will learn:
• The importance of having a financial plan
• Types of investment plans and strategies
•  How much is enough saved, and how to catch up when it isn’t
• Controlling risks, expenses, taxes, and emotions
• Social Security claiming strategies
• How to plan for a lifetime

Presented by James Femia, a financial advisor at Apella Capital, LLC

Apella Capital, LLC (“Apella”), is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. No client or prospective client should assume that any discussion or information contained in this material will serve as the receipt of, or as a substitute for, personalized investment advice from Apella or your advisor. As with any investment strategy, there is the possibility of profitability as well as loss. Please be advised that Apella does not provide tax or legal advice and nothing stated or implied in this material should be inferred as providing such advice.

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