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Estate & Retirement Income Planning Question and Answer Workshop

GILFORD — A question and answer workshop on Estate & Retirement Income Planning will be conducted at Wesley Woods on Thursday, October 3 from 6 – 8 p.m. by Independence Financial Advisors, LLC a Franklin Savings Bank company.

The workshop will address important topics for those soon to retire or already retired, including estate planning, protecting  assets, legal documents not to be without, asset allocation, generating income in a low interest rate environment and more.

Host and moderator will be Paul Gatehouse VP, Independence Financial Advisors, registered representative,Infinex Investments. He will be joined by James Sessler, Attorney at Law and Michael Ventura, President and CEO Independence Financial Advisors, LLC.

Refreshments will be served. RSVP to Paul Gatehouse by Tuesday, October 1 at 603-524-4972.

Wesley Woods Community Room is off Route 11A. Follow the signs around the back of the church to the last door on the left.

 
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