The answer is likely “both!” Join Laurie Kramer, CFP® and Alan Menase, CFP® for an interactive presentation to learn about 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 ages are welcome. Choose either our virtual session in August or join us in person for food and drinks in September!
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