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United Financial Services

For ages 50+

Workshop 10:30 am, Lunch to follow
Join retirement specialist Carl Steelman to learn the latest proven strategies, how to preserve your capital, and how to get more income with less risk. Topics we will cover:

  • How you can enjoy a guaranteed retirement income you and your spouse cannot outlive.
  • Catastrophic illness can change your retirement plans. Learn how to plan for this.
  • Social Security changes that can affect your retirement.
  • Wills, trusts, POD, TOD: What you need to know.

Sign up before April 25.

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