Join us for an afternoon of dining while we answer your most pressing retirement questions!
Speaker
Jennifer L. Climo, CPA, CFP®, MSFP
Owner • CEO & Senior Advisor
Date and time
Location
About this event
Join us while our CEO and Senior Advisor, Jennifer Climo, answers your most pressing retirement questions!
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:
This event is designed for individuals and families looking to grow and protect their wealth with assets greater than $1 million.
We encourage you to bring along friends who are navigating the same journey!
Event Contact
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.