Join us for an afternoon of dining while we answer your most pressing retirement questions!


Jennifer L. Climo, CPA, CFP®, MSFP

Owner • CEO & Senior Advisor

Date and time

  • Wednesday, May 22 • 4 – 6pm


About this event

Retirement is a time when we are stepping away from the employment that brought us to where we are and switching gears towards other goals. Even if you are confident that you have enough financial resources for retirement, you may still have questions:

  • How much should I withdraw from my accounts each year?
  • Which types of accounts should I draw from first?
  • Is a very low tax bracket in the first few years of retirement really a good thing?
  • How can I minimize my lifetime taxes paid?
  • What types of income will I have?
  • How does my asset allocation affect my retirement?
  • When should I collect Social Security?
  • How much does retirement health insurance cost?
  • How does Medicare work?

We encourage you to bring along friends who are navigating the same journey!

Disclaimer/Author(s) Bio: This is not to be considered investment, tax, or financial advice. Please review your personal situation with your tax and/or financial advisor. Milestone Financial Planning, LLC, (Milestone), a fee-only financial planning firm and registered investment advisor in Bedford, NH. Milestone works with clients on a long-term, ongoing basis. Our fees are based on the assets that we manage and may include an annual financial planning subscription fee. Clients receive financial planning, tax planning, retirement planning, and investment management services, and have unlimited access to our advisors. We receive no commissions or referral fees. We put our client’s interests first.  If you need assistance with your investments or financial planning, please reach out to one of our fee-only advisors.  Advisory services are only offered to clients or prospective clients where Milestone and its representatives are properly licensed or exempt from licensure.