This program has been rescheduled for November 7 at 6pm.

When is it best to examine important accounts and documents related to later life, retirement, and your legacy planning?  Where do these areas overlap? We will cover key steps to take in retirement that cover the complex decision-making that comes with aging.  You will hear tips on lifestyle and income, preservation for your future and future generations, in addition to protecting yourself during your lifetime. Presented by Laurie Ellis-McLeod, AERIE Preferred Financial Group.