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TBA – Dinner Event


September 10


6:30 pm

Surviving Retirement

Learn how to avoid costly financial mistakes.

Bill Aldrich, President of First Coast Financial Group, will show you how to preserve your capital, maximize your retirement income and minimize your risk in this informative session. You will learn about the following topics in easy to understand terms:

  • How to protect your money against future drops in the market
  • Wills vs. Trusts and how to avoid probate
  • How you can potentially create a guaranteed retirement income
  • How to help preserve capital, diversify your portfolio and reallocate your assets according to your family’s unique needs.

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