Empowering Your Retirement Series

2/22/2020, 2/27/2020, 2/29/2020

2301 Kentmere Pkwy, Wilmington, DE 19806

  • Details

    The Concord Financial Group is hosting an Empowering Retirement Series at the Delaware Art Museum in February. Ephie Coumanakos, Managing Partner of Concord Financial Group, shall lead the two-part, comprehensive retirement course for retirees and pre-retirees. In addition to discussing retirement strategies, this series dives into how the recently passed SECURE Act impacts retirement planning.

    Upcoming sessions include:
    • Thursdays: February 20 & February 27, 2020; 6:00 PM - 8:00 PM
    • Saturdays: February 22 & February 29, 2020; 10:00 AM - 12:00 PM

    The first of the two-hour sessions focuses on market volatility and the effects it has on retirement planning. Topics of discussion include challenges and opportunities facing the financial markets, investment objectives, asset allocation, the unpredictability of the markets, and more. The second session, held the following week, covers all aspects of retirement income planning, including the SECURE Act changes and implications. It explores key factors all pre-retirees and retirees should be versed on including understanding distribution methods, figuring out net worth and cash flow, and implementing estate plans.

    Class sizes are limited and pre-registration is required. To register, please call Concord Financial Group at (302) 478-4707.


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