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Topic
PersonalSAGE Financial Wellness Workshop - Q3 Retirement Readiness
Date & Time

Selected Sessions:

Sep 18, 2024 11:00 AM

Description
The Retirement Readiness Workshop is available during three separate dates and times. Choose the date that works best for you. During this one-hour workshop, we will cover: • Taxes in Retirement: Strategies for drawing down assets in retirement • Healthcare in Retirement: Medicare options and long-term care • Your Financial Legacy: Preparing for the unexpected: Trusts, wills and estate planning By submitting this information, you authorize and request that SageView contact you at the number or email address submitted through any direct contact and any automated means, including but not limited to use of SMS and by email to discuss SageView’s products or services and you acknowledge that SageView will use your information as described it its Privacy Policy. SageView may share your information with other affiliates of SageView Advisory Group, LLC and may also contact you directly through any of the means listed above. https://www.sageviewadvisory.com/privacy-policy To withdraw your consent to receive calls or to change your contact preferences, please contact us at marketing@sageviewadvisory.com.