Pilot Program


The seminars are a more formal, structured educational opportunity where we focus on the major challenges that you will encounter in your financial life as you prepare for retirement. Topics will cover the Six Steps to a Successful Retirement:

1. Company Benefits
2. Post-Retirement Health Care
3. Social Security
4. Financial and Retirement Plan
5. Organizing and Managing Your Money
6. Estate Planning

We elaborate with detail in our presentation the challenges, benefits and potential solutions for creating a retirement plan to help you achieve the goals you want. All seminars are free to attend with breakfast or afternoon snack provided.

Spouses are welcome, but seating is limited in each of these meetings!

For more event details please click here.

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Views and comments expressed in this blog are those of the author and do not necessarily represent the positions of Cleary Gull or fellow Cleary Gull associates.