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November 2019

Social Security and Retirement Planning Workshop

November 12, 2019 @ 6:00 pm
Windham Veterans Center, 35 Veterans Memorial Drive
Windham, ME 04062 United States
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R.S.V.P (207) 407-4453 Email: info@barnardfinancialplanning.com

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December 2019

Elf the Musical

December 5, 2019 @ 7:30 pm - December 22, 2019 @ 7:30 pm
Lyric Music Theater, 176 Sawyer St
South Portland, ME 04106 United States
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Sponsored by Barnard Financial Also Including Three of our Team as Cast Members (207) 407-4453 Email: info@barnardfinancialplanning.com http://www.lyricmusictheater.org/ 

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Client Appreciation Holiday Party

December 11, 2019 @ 7:00 pm
Maine Maritime Museum, 243 Washington St
Bath, ME 04530 United States
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R.S.V.P (207) 407-4453 Email: info@barnardfinancialplanning.com

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March 2020

Retirement Income Planning Workshop

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

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Asset Preservation Workshop

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

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April 2020

Asset Preservation Workshop

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

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