Monthly Lunch and Learn with Josh Baker – Investment Management
May 13 @ 11:30 am - 1:00 pm
Join us for our monthly, complimentary, Lunch & Learns that explore the key considerations behind healthy, active aging and long-term retirement confidence. Hosted by Financial Advisor Josh Baker and catered by Hoover Steaks & Wines. RSVP for the dates that interest you today!
The events are from 11:30am – 1pm and take place at the AKS clubhouse.
Topics per month include:
January 14th – Retirement Income & Expense Planning
February 11th – Healthcare & Long-Term Care Costs
March 11th – Estate Planning
April 8th – Maximizing Social Security & Benefits
May 13th – Investment Management
June 10th – Housing and Living Arrangements