Special program for Faculty and Staff
Make Sure You Can Enjoy Retirement!
Attend a free presentation to find out if you are financially ready to enjoy retirement. You will learn the difference between financial planning vs. estate planning; the best way to ‘catch up’ on your retirement planning needs; and how to begin planning the way you want to spend your retirement. Our guest speakers from LPL Financial have over 30 years of experience working with scores of retirees at all income levels and they look forward to sharing their experience and expertise with you.
Date: Thursday, October 24th
Time: 12:30 – 2:00pm (during common hour)
A light lunch will be provided
Location: University Commons Room UC 216
Charles P. Weidman, CFP, LPL Financial
Metro Duda, CFP, ’78, LPL Financial
Sponsored by: Office of Institutional Advancement
Contact: Spencer Scott, Director of Major and Planned Gifts, ext. 2825, firstname.lastname@example.org
Please RSVP by October 23rd via this email or call Davonna Approvato at ext. 2478, email: email@example.com
Take the first step to a worry free retirement on October 24th!