NEWLY RETIRED OR RETIRING SOON? Join us for a series of workshops that will help prepare you for retirement or provide additional information for after you have retired. The series will be presented by Jeremiah Burke, CFP®, CPWA®, who will share essential information about financial planning, estate planning, social security and planning for long-term care.

Jeremiah Burke currently serves as a Senior Vice President, Wealth Advisor and Senior Wealth & Planning Strategist with F.N.B. Wealth Management. He holds the Certified Financial Planner (CFP)™ designation from the Certified Financial Planner Board of Standards, Inc, the Certified Private Wealth Advisor® designation from the Investment and Wealth Institute, the Chartered Life Underwriter® and Chartered Financial Consultant® designations from The American College, and the CEPA designation from the Exit Planning Institute. He is also a current member of the Financial Planning Association and the Baltimore Estate Planning Council.

Adults. No registration required.

September 23 - Preparing Financially for Retirement

Learn from an expert the tools and strategies you need to make sure you will have enough income throughout your retirement. 

October 29 - Estate Planning

Everybody should have a plan to ensure your estate is distributed according to your wishes. In this program, our presenter will discuss the basic documents you will need, the steps you should take when planning for your estate, ways to avoid probate using estate planning tools such as trusts, wills and beneficiary designations, and how to avoid common mistakes. 

November 18 - Social Security & Long-Term Health Planning

Discover how Social Security fits in with your retirement, and learn about tools and resources available for use in planning for long-term health care.