Escape the heat and enjoy an evening of great company, a light summer dinner (featuring our famous cookies!) plus BINGO! Then, stick around for Quarter in Review, where our team will share a timely look at the markets, what today’s economy could mean for your retirement plan, and what we’re watching as we head into the second half of the year. Including a brief discussion on this month’s E.D.G.E. topic: Estate Planning.
Know someone preparing for retirement? Invite them to join you! You’ll both receive an extra chance to win our Summer Cooler Grand Prize.
Space is limited. RSVP today to reserve your seats!