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Event Details

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Event Name: Lunch and Learn: Strategies to maintain and preserve income during retirement
Event Type: Lunch and Learn
Department: PrimeWise
Date: Monday, October 07, 2013
Time: 11:30 AM-1:30 PM
Phone: (859) 301-5959
Location: Receptions -- Erlanger, KY
Description: Please join us for this informative presentation by investment professionals from the St. Elizabeth Foundation Planned Gift Committee for retirees and those close to retirement. With record low interest rates and longer life expectancies, this issue is more important than ever. Topics include:
  • Dividends,
  • IRAs,
  • Municipal bonds,
  • Charitable gifts and trusts,
  • Annuities and more.

This session will be strictly informational only for PrimeWise Members, with no sales or solicitation taking place during or following this session.

1379 Donaldson Hwy.
Erlanger, KY 41018

Free (lunch is included)

Reservations are required. Please call (859) 301-5999 to reserve your spot.

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