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Estate and Retirement Planning Strategies

July 8, 2021 @ 12:30 pm - 1:00 pm

Grab lunch and join Jason Bentley, Financial Advisor with Chesapeake Wealth Advisors of Janney Montgomery Scott, LLC as he explores and explains retirement and financial planning strategies. This presentation will highlight Roth IRAs, tax planning, retirement income, asset diversification, and other strategies for successful investors…Great information for all ages!

Sign up at https://give.delawarehospice.org/lunch-learn-2021-07-08


July 8, 2021
12:30 pm - 1:00 pm
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Call 800.838.9800 for more information.

Serving the entire state of Delaware, Southern Chester, and Delaware Counties in Pennsylvania.