TOPIC:  The Magnificent Seven: Fundamental Retirement Strategy Adjustments

SPEAKER: Kelly LaVigne, JD | VP, Head of Annuity Advanced Markets & Solutions

With more than 30 years in the financial services industry, LaVigne has broad experience in retirement income and legacy planning, including Social Security, Medicare, tax, and regulatory issues related to IRAs and qualified plans. LaVigne is a spokesperson for Allianz Life studies about Americans' attitudes and experiences around retirement.

CE: 1 hour CFP credit

This informative monthly gathering is open to members for $35, nonmembers $50 and students $10.

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