The Road Ahead Roundtable : Join the conversation about next steps
About this Event
The Road Ahead Roundtable
Coffee, Donuts & Conversation About Planning for the Years Ahead
Retirement comes with a lot of questions.
When can I retire? Am I financially on track? What legal and estate planning decisions should I be making? And just as importantly, what do I want my life to look like when I get there?
The Road Ahead Roundtable is an informal opportunity to bring those questions to the table and have a real conversation with professionals who work with people navigating these very issues.
Joining the conversation will be:
- Donny Knepper — Estate Attorney
- Hope Dolan — Retirement Life Coach
- Randy Nittoli — Financial Advisor
There are no presentations and no lengthy lectures. Instead, we’re creating an open, relaxed conversation driven by your questions.
Whether retirement is 10 years away, right around the corner, or already here, you’re welcome at the table. Come with a question, come to listen, or simply come to hear what others are thinking about as they plan for the years ahead.
Coffee and donuts provided. Bring your questions and let's have a conversation.
Where is it happening?
Event Location & Nearby Stays:
USD 0.00
