AAIP Financial Seminar

Metairie, LA

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Event Details

Today, retirement is a journey – a time to explore new possibilities, and a time that could last for 30 years or more. Most people tend to work to the very end – paying little attention to their retirement income readiness. Then, they attempt to make a host of decisions under a tight time constraint. Planning for and thriving in retirement takes time, research and many well though-out decisions. 

This seminar will help you to reach your long-term objective of a financially secure retirement.

 

Topics to be Addressed:

  1. Conserve your principal, minimize taxes and maximize retirement income
  2. Updated information in reference to wills and powers of attorney in Louisiana
  3. Strategies pertaining to funding long-term care
  4. Avoid tax time-bomb on tax deferred accounts
  5. Participate in the stock market while lowering risk

 

Presented by:

Mr. Bhavin Chauhan & Mr. Brian Parker

Mass Mutual Louisiana

 

 

11:00 a.m. – 12:00 p.m. (CT): Registration, mix & mingle

12:15 p.m. – 1:30 p.m. (CT): Financial Seminar

1:30 p.m. – 3:00 p.m. (CT): Lunch