Financial and Retirement Planning

The Meat of Retirement Planning

Join us for Steak & the Meat of Retirement Planning

The event will be held at:

Legal Sea Foods, 50-60 Worcester Rd, Framingham, MA

Avoiding the pitfalls of an incomplete or absence of an Estate plan
Discuss strategies to minimize or avoid Estate taxes
Protection of Assets from rising Health Care Cost and Long Term Care
Strategies to Prepare for Retirement in any Economic Environment
Understanding your Financial Risks in Retirement
Understanding the Role of Social Security in Retirement
Creating a Retirement Income Plan
Planning for Healthcare Expenses
Strategies for efficient Tax Planning in Retirement

Featuring retirement experts:

Paul Mercier CLTC, Insurance Advisor Specialist, Charter Financial Group

Dave Moses, CFP® RICP®, Managing Partner, Statera Financial

Attorney Erin T. Fontana, Warren and Fontana, LLC

Ask direct questions. Get direct answers.

Any questions, please contact Dave Moses
Call: (774) 777-6646
Email: dmoses@staterafinancial.com