FINANCIAL PLANNING WORKSHOP

Featuring Your Host:
Thomas "Skip" Kelley

You are invited to a FREE financial planning workshopevent that will teach you what you don’t know about retirement, investments, estate planning, taxes, social security and long-term care. 


There is no cost or commitment for attending the event.


Please make sure to SELECT THE VENUE LISTED ON YOUR INVITATION.

Event Location

Date and Time

Concord City Wide Community Center

 Program Room #2

14 Canterbury Rd

Concord, NH 03301

Tuesday, March 7th

6:00pm - 7:30pm

Atkinson Community Center

Banquet Room

4 Main Street

Atkinson, NH 03811

Tuesday, March 21st

6:00pm - 7:30pm

SAVE YOUR SPOT RIGHT NOW!

TOPICS

Investment Planning

Cover this costly risk using alternative products without large expenses.

Retirement Planning

Create a distribution plan that is designed to help you make it through retirement.

Tax Strategies

How to get to the 0% tax bracket before the sunset of the Trump tax-cuts.

Low-Risk Investing

Low risk financial products that are designed to produce attractive returns.

Estate Planning

How to avoid probate and make sure that your health care is protected.

Social Security

With 567 different ways to elect your benefits, find out which will pay you the highest income for life.

Long-Term Care

Cover this costly risk using alternative products without large expenses.

FINANCIAL PLANNING WORKSHOP

Registration is required prior to the event to ensure capacity.
Please note that a majority of the information is only relevant to adults in retirement or nearing retirement. 

For that reason, priority will be given to individuals who meet that criteria.