Select Page

Loading Events

Upcoming Events

Events Search and Views Navigation

March 2020

Retirement Income Planning Workshop

March 4 @ 6:00 pm
Norway Town Office, 19 Danforth St
Norway, ME 04268 United States
+ Google Map

R.S.V.P: (207) 576-0503 or email info@barnardfinancialplanning.com Retirement Income Planning Workshops are free one-hour informational-only seminars geared towards retirees and people 55 and up. We hope to share educational information with those nearing the age to draw Social Security benefits and those already in retirement on ways to be financially secure. Our goals for this workshop are to share ideas on how to make the most of Social Security, turn savings into income and protect retirement plans.

Find out more »

Asset Preservation Workshop

March 11 @ 6:00 pm
Norway Town Office, 19 Danforth St
Norway, ME 04268 United States
+ Google Map

R.S.V.P: (207) 576-0503 or email info@barnardfinancialplanning.com Asset Preservation Workshops are free two-hour informational-only seminars for retirees. We cover subject matter particularly relevant to those now living in retirement, including protecting your assets from nursing homes and illness, how to lower or eliminate taxes on Social Security income, and how to increase spendable income. We also hope to share information on legal issues and ways to protect principal.

Find out more »

April 2020

Asset Preservation Workshop

April 28 @ 6:00 pm
Curtis Memorial Library, 23 Pleasant St
Brunswick, ME 04011 United States
+ Google Map

R.S.V.P: (207) 576-0503 or email info@barnardfinancialplanning.com Asset Preservation Workshops are free two-hour informational-only seminars for retirees. We cover subject matter particularly relevant to those now living in retirement, including protecting your assets from nursing homes and illness, how to lower or eliminate taxes on Social Security income, and how to increase spendable income. We also hope to share information on legal issues and ways to protect principal.

Find out more »
+ Export Events