Highpoint Advisors held a client workshop on May 2nd that focused on Retirement Income planning. This event took place at Traditions at the Links (where future events will be held) which is in the clubhouse of the Links at Erie Village golf course. Our partner, Matt Hennessy from Transamerica, helped us present a few ideas to those in attendance. While the focus was on creating and managing sources of income in retirement, we did have a question and answer session where we had a chance to talk about some of the issues facing our clients as they work toward retirement. We thank everyone that joined us and hope that our friends and clients will continue to attend these free events.
Here is a copy of the invitation to the event:
