FREE Informational Session: Retirement Finances
Join us for this FREE sponsored events to be held at Harford Community College, Edgewood Hall, Room 132, from 2:00-3:30 PM. Light refreshments will be available. RSVP required. Please call 443.903.2385.
Wednesday, April 15, 2020
Presented by: Cynthia Keith, CFA and Kevin Henry, Financial Advisor
Oppenheimer & Co. Inc. will present a comprehensive overview of the primary aspects of financial and estate planning with a focus on managing finances in later years. Topics include wills, probate, lifetime gifting, trusts, tax considerations, managing income source and investment principles.