Knowing how to navigate through the different stages of life can help set you and your family up for success for generations to come. Join Reilly Financial Advisors for a seminar that provides the information needed to prepare for many of life’s hurdles.
First Job and Salary:
Taxes and Your W-4
Retirement Plans
Health Insurance
Life & Disability Insurance
College Planning:
How much is it going to Cost?
What are you willing to pay for?
How many years will you be providing financial support?
How many years are between now and the first year of college?
Can you budget consistent savings without jeopardizing your own personal goals?
Change of Job:
Health Insurance
Retirement Plan
Navigating Divorce:
How to prepare financially during and after
Creating a Retirement Paycheck:
Budget in retirement and choosing where to take funds from
Social Security & Medicare
Social security strategies
Social security retirement application process
The basics of Medicare
Age-Based Tax Planning
Retirement income-planning based on age milestones
Family Wealth Transitions
Pre-Meeting checklist
Meeting agenda
Survivor Support
How do I pay my bills?
Do I payoff my mortgage?
Should I invest the life insurance proceeds or keep in cash?
Getting knowledge about these life events will be greatly beneficial if and when you come face-to-face with them. Reilly Financial Advisors is here to help by providing this education in a free seminar. Please RSVP to info@rfawealth.com.
Tandoori House (Aramco)
Kings Road, Dhahran 31311
5:00 – 7:00 PM
Food and drinks to be provided!
Sincerely,
The Team at Reilly Financial Advisors