One event on July 10, 2018 at 2:30pm
Are you on the right track for retirement? The SMART Plan offers tax advantaged savings to help you build a more secure retirement. Our SMART Plan Advisor, Marianne Cole, will be holding SMART Plan meetings on June 20 from 2-5:30 AND July 10 from 2:30-5:30 at the BTU. All are welcome to make an appointment, whether currently participating in the SMART Plan or not. Please email firstname.lastname@example.org to schedule an appointment.
For those participating in the plan, we are offering Retirement Readiness Reviews. As a Retirement Plan Advisor, Marianne is now able to provide more comprehensive overviews of participants’ financial pictures, and assist with a personalized savings and investment plan based on each individual’s unique goals.