25.01-BFS-NC Lunch and Learn (1)-1

Plan for a Successful Retirement – Lunch & Learn

January 7, 2025 @ 11:30 am - 12:30 pm

Join us for a free lunch and an informative discussion on the key elements of clear financial planning and retirement – made simple!

Topics to be covered

  • TAX PLAN: How to help minimize your tax burden in retirement
  • HEALTH CARE PLAN: Navigating healthcare options as you retire
  • RECESSION RISK PLAN: How to help protect your nest egg during economic downturns

Speaker: Evan Cutler, Regional Vice President and Private Wealth Manager, EA Buck Financial Services

Enjoy a complimentary pizza lunch while learning how to secure a more financially stable and stress-free retirement.

Cost: Free

Register

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