WILMINGTON, N.C. – Feb. 7, 2018 – Matthew Weissman – a Certified Financial PlannerTM with the Wilmington office of HF Financial – will be instructing a five-part educational series called “Financial Planning for Retirees.”
The classes will take place from 3-5 p.m. at the following two locations:
- WILMINGON: Tuesdays: Feb. 20, Feb. 27, March 6, March 13, March 20 at The Terraces on Sir Tyler – 1826 Sir Tyler Dr. Wilmington, N.C.
- LELAND: Thursdays: Feb. 22, March 1, March 8, March 15, March 22 at Brunswick Community College – 2045 Enterprise Blvd., Leland, N.C.
There is no charge to attend the class, which is for those ages 55 and older. To register or for more information, call 910-208-2677 or visit Eventbrite.com at http://bit.ly/Feb20RetireeClass or http://bit.ly/Feb22RetireeClass. Complimentary workbooks will be provided to each class.
“Never has taking this class been more important,” said Weissman, who has more than 14 years of financial experience with eight years on Wall Street in Institutional Investments. “With interest rates still in the doldrums and the stock market at all-time highs, retirees need to be better educated to address the many risks that face them today and long term. This course can help retirees and those planning for retirement with the financial decisions necessary to achieve financial independence.”
The course will cover all areas of finances for retirees: Investment Planning, Portfolio Balancing, Minimizing Risk, Income Generation, Utilizing Annuities, Estate Planning Techniques, Long Term Care Planning, and much more.
# # #
Matthew Weissman is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC Member SIPC (www.SIPC.org). Supervisory Office: 4350 Congress Street Suite 300, Charlotte, NC 28209 (704) 557-9600.
HF Financial is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated Companies.
Any discussion of taxes is for general information purposes only, does not purport to be complete
or cover every situation, and should not be construed as legal, tax or accounting advice. Clients
should confer with their qualified legal, tax and accounting advisors as appropriate.
MassMutual refers to Massachusetts Mutual Life Insurance Company
Walker PR Group is not a subsidiary or affiliate of MassMutual or its affiliated companies.
Category: Press Release