Learn how to prepare financially for retirement.
NEWLY RETIRED OR RETIRING SOON? This seminar will help prepare you financially for retirement, while providing insights on how to reduce taxes, recreate an efficient income stream, and other practices to ensure a successful retirement. The presenter will share essential information about financial planning, estate planning, and social security.
Registration is appreciated.
Jeremiah Burke currently serves as a Senior Vice President, Wealth Advisor and Senior Wealth & Planning Strategist with F.N.B. Wealth Management. In this role, Jeremiah’s focus is on strategic wealth planning for the unique issues facing clients with substantial wealth. Jeremiah holds a Bachelor of Arts degree from The George Washington University. Jeremiah also holds the Certified Financial Planner (CFP)™ designation from the Certified Financial Planner Board of Standards, Inc, the Certified Private Wealth Advisor® designation from the Investment and Wealth Institute, the Chartered Life Underwriter® and Chartered Financial Consultant® designations from The American College, and the CEPA designation from the Exit Planning Institute.
Contact mzimmerman@alexlibraryva.org for more information.
AGE GROUP: | Seniors | Adults |
EVENT TYPE: | Financial Literacy |
TAGS: | Taxes | Seniors | Financial Literacy |
Parking: No library parking lot. Street parking is available. A paid parking lot is available on the 100 block of North Alfred Street.
Public Transit:
For reasonable disability accommodation, contact jgregorio@alexlibraryva.org or call 703.746.1701 or TTY 703.746.1790.
