Working through a life transition is not easy. Luckily, helping people through life transitions is one of our strengths. We are here to help and want to support you every step of the way.
This seminar is designed to help you get your finances in order after taking a buyout offer. During the seminar, we will help you:
Ask the right questions to determine much you can safely spend each year
Take initial steps in creating a tax-efficient retirement ”paycheck”
Explore replacement healthcare options
Understand how to choose pension options
Get guidance on managing investment accounts with tax considerations in mind
Get clarity about when you should file for social security
Please join us for an in person, educational seminar on these topics and more as Certified Financial Planner™, Robert Ingram, CFP® shares his knowledge and expertise on these important and timely concepts.
Robert Ingram, CFP®, is a CERTIFIED FINANCIAL PLANNER™ professional at Center for Financial Planning, Inc.® With more than 15 years of industry experience, he is a trusted source for local media outlets and frequent contributor to The Center’s “Money Centered” blog.
24800 Denso Drive, Suite 300 Southfield, MI 48033
10192 Grand River Road, Suite 117 Brighton, MI 48116
248.948.7900
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Center for Financial Planning, Inc.® Center for Financial Planning, Inc.® is not a registered broker/dealer and is independent of Raymond James Financial Services.
Raymond James and its advisors do not offer tax or legal advice