Virtual Event: Retire This Year | January 14, 2025
By Holly Simeone • December 16, 2024
Retire This Year: Milestones, Timelines, and Tips for Ages 59+
Tuesday, January 14, 6:00-6:45 pm
If you keep saying you’ll retire someday but aren’t sure if you can—or how to get started—this free virtual event is for you.
Designed for those 59 or older with $500,000 or more saved for retirement, this session will help you take the first step toward making your retirement dream a reality.
Join financial advisor Holly Simeone for a straightforward and practical presentation that will help you:
- Turn “someday” into a real retirement plan
- Set achievable goals and timelines for 2025
- Maximize your savings and Social Security
- Plan for a long and active retirement.
Event Details
Date and Time:
Tuesday, January 14, 6:00 to 6:45 pm
Location:
Virtual Event via Zoom
Cost:
Free!
Included in your reservation:
A 30-minute presentation designed to help you create an actionable retirement plan for 2025, plus a 15-minute live Q&A.
Best for:
Individuals ages 59 and up who have $500,000 saved for retirement and are ready to get serious about retiring.
Reservations:
Reservations are required. You will receive a link to log in to the Zoom event at the email address used to register.
Don’t put your retirement plans off another year—reserve your spot today and turn “someday” into “this year!”
Investments in securities are not insured, protected, or guaranteed and may result in loss of income and/or principal.
Holly is a Certified Estate and Trust Specialist and financial advisor at Berkshire Money Management. She is skilled at helping recently or soon-to-be retired professionals secure their financial futures. Holly specializes in guiding families through the often-emotional process of structuring their estates to protect legacies and reduce taxes.
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