Retirement by Design

Shannon Scott, Edward Jones financial specialist, will be at Library Headquarters on  Saturday, Sept. 29 at 2:00 pm to present Retirement by Design. This presentation lasts for 40 minutes, and it illustrates how you can translate your vision for retirement into tangible goals. Whether you are 10 or 40 years from retirement, you'll learn investment strategies to help design the retirement you want. We will also discuss how you can add flexibility to your strategy to help you handle unexpected events and how you can keep your strategy on track. 

We will be in Meeting Room B

The Outline for the presentation:

1. Welcome/Introduction

2. Seminar Overview

3. Your Current Situation

4. Your Vision for Retirement

5. Defining Your Goals

6. Working toward Your Goals

7. Taxes

8. Preparing for the Unexpected

9. Staying on Track

Posted by FionaL on September 12, 2018