Description
This seminar covers key retirement planning topics to help individuals and families make informed decisions. We’ll discuss what happens if you don’t have a will, the difference between a will and a trust, how taxes can impact your retirement, and best practices for naming beneficiaries on retirement accounts and life insurance policies.
Join us to gain practical insights and greater confidence in your retirement plan.
Date and Time
Wed, Jul 08, 2026
6:30p - 7:30p EST
Location
Rochester University -Alumni Center
Note
Registration starts at 6:15 PM. The presentation is approximately one hour long. Park in the main parking lot and walk towards a group of tall flagpoles. Their will be Kelly Capital Partners’ parking and event signs to help you out. Look for Kelly Capital Partners directional signs inside the building to lead you to the room.