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Revisit Your Financial Plan Online

The secret to a secure retirement is planning. If you already have a plan, it’s time to act. If retirement came as a surprise, it’s time to make retirement planning a priority. In this session with personal portfolio manager Julie Jason, we will talk about setting up pension-like income streams, how to anticipate, not react to, market-moving events, how to monitor investments, when to make changes to your plan, and whether and how to include a financial professional in the mix.

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Date:
Wednesday, October 26, 2022
Time:
1:00pm - 2:00pm
Audience:
  Adult  
Categories:
  Business, Career, and Finance  
Online:
This is an online event. Event URL will be sent via registration email.
Registration has closed.

PROGRAM CONTACT:

Yang Wang

203-622-7924

ywang@greenwichlibrary.org