FORUM Private Client Group - Education Seminar

Social Security, Medicare, & Your Retirement

Thinking About Retirement? Knowing your benefits and options is extremely important.

It is estimated that 10,000 baby boomers reach age 65 each day. To be adequately prepared for retirement, it is critical that they understand Social Security, Medicare, and other retirement planning issues. This presentation will discuss details of these programs, incorporating each into your retirement plans, and outline strategies to consider for a secure retirement.

Date: Saturday, November 7, 2020
Time: 9:30 - 11:30 am
Location : FORUM Events Center - 11313 USA Parkway, Fishers, IN 46037

Seating is limited. Social distancing and face masks will be required.  
Please RSVP by October 30. 

Post-Election Fireside Chat

Virtual Post-Election Discussion with Paul de Moor.

Please join us for a Zoom Fireside Chat with Paul de Moor, CFA, Vice President, Capital Markets Strategy Fidelity Investments.  He will discuss Investment Themes following the U.S. election.

Date: Tuesday, November 10, 2020
Time: 4:00 - 5:00 pm
Location: Zoom Call

Please RSVP by October 30. 

Please contact Chris Cromwell at 317.558.6322 or with any questions.


Funds invested through Private Client Group are not NCUA insured and may involve a loss of principal. No credit union guarantee.

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