beach hat looking at the water


Retirement is a long vacation

  • Wednesday, February 24, 2021, 6:00 PM - 8:00 PM

Retirement is the longest vacation of your life, but it looks different for each person! Attend this class and learn the following:

  • The importance of NOT ignoring taxes in retirement
  • Understanding that diversification doesn't just include the individual assets, but the asset types
  • Learn about distribution options in retirement and the importance of when to take what assets

Presented by Amy Irvine, ,CFP®, EA, MPAS®, CCFC of Rooted Planning Group


Nancy Reigelsperger
Financial/Energy Education
(607) 664-2573


This event is online

Last updated February 5, 2021