Speaker Series: Financial Tools & Decisions
About this event
Local Financial Advisor Phil Lennon will provide an educational presentation designed to simplify the financial decisions retirees face everyday. Through easy-to-understand examples, relatable stories, and practical insights, attendees will learn how common investment tools like stocks, bonds, CDs, etc. fit into a broader retirement strategy.
This informative session focuses on the decision-making principles often shared by successful retirees, including how income planning, risk management, and legacy considerations work together to support long-term financial confidence. Whether you’re newly retired, planning for retirement, or simply looking to better understand your options, you’ll leave with a clearer framework for making informed financial decisions.
All are welcome. No advanced investment knowledge is required. Open to the community.
Event Contact(s)
Trish Burkes
Category
LOWLINC Community-Wide
Registration Info
Registration has closed - Event is past
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