The answer is likely “both!” Join Laurie Kramer, CFP® and Alan Menase, CFP® for an interactive presentation on retirement readiness over hors d’oeuvres and drinks. We will cover the shift from saving to spending, key risks, Social Security, Medicare, and what a strong financial plan truly entails. Experience a typical scenario in our planning software to see how decisions impact your retirement goals. While focused on a Gen X couple, all are welcome – it is never too soon or too late to plan!

Seating is limited - please reserve your spot today.

Date: Tuesday, July 21st, 2026

Time: 5:30 PM

Address: Silo Falls, Bourbon Room, 19501 Georgia Avenue, Brookeville, MD 20833

Presenters: Laurie Kramer, CFP® and Alan Menase, CFP®

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