August 25th, 2015 | Miller Advisors

What isn’t fun is important – please join us!

Retirement planning may not be fun, but it is important to organize your records and communicate your plans with a trusted family member or friend so that if something happens unexpectedly and you are unable to care for yourself, you have a plan set in stone that provides a road map for someone else to make decisions for you.

In addition to savings and investment planning for retirement, you should also be asking yourself these questions:

  • Have you listed out important personal factors involved with planning for your future?
  • Have you discussed these with a trusted individual?
  • Have you thought about whether your home will help you or hinder you as you age?
  • Will your neighborhood and community be something you can continue to enjoy?

On October 1st from 1 p.m. until 3 p.m., Miller Advisors will host a presentation on Aging and its Financial Implications. This presentation will:

  • Establish the conversation you should have in order to manage the process of aging to maintain your overall independence.
  • Offer you great tools to manage your records and designated responsibilities.
  • Offer room for discussion amongst others in attendance.

If you know of a friend or family member in this process, or someone who would benefit from attending this event, please extend the invitation.

Please call Kristen at 425.822.8122 and RSVP by Thursday, September 24th.

Light snacks and beverages will be provided.

We hope you will join us!

Image: Getty Images