- WHAT ARE THE LATEST SOCIAL SECURITY CLAIMING STRATEGIES?
- WHAT ARE MY MEDICARE CHOICES?
It is important to understand your options and how they affect your overall retirement income distribution strategy.
Join John V. Coyle,RICP and Nicholas Browne of The Bulfinch Group, via Zoom, for this complimentary webinar with featured speaker Dennis Hart, CFP®, Transamerica.
The key to success is having the right protection strategy and team of financial professionals to help you forecast and prepare for this decision.
- John V. Coyle, RICP® | Investment Specialist
- The Bulfinch Group
- (781) 292-3114 | firstname.lastname@example.org
John Coyle, Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS), 160 Gould Street, Suite 310, Needham, MA 02494, 781-449-4402. Securities products/services and advisory services are offered through PAS, member FINRA, SIPC. John Coyle is a Financial Representative and Nicholas Browne is an Agent of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Dennis Hart is not affiliated with Guardian or PAS. 2023-155086 Exp 5/26/23
Date and Time
Wed, May 24, 2023
2:00p - 3:00p EST
This event will be held virtually