Institute of Financial Wellness seminar

Meredith Community Center

Meredith Community Center

1 Circle Drive, Meredith, NH 03253

Upcoming Seminars

Maximizing your social security and the retirement roadmap experience


Are you confident in your probability of success in retirement?


If the thought of retirement seems more intimidating than exciting, you’re not alone! By breaking the retirement planning process into smaller, more manageable pieces, you can take the steps towards protecting and maximizing your hard-earned money.


Please Join us for this complimentary informational seminar at Meredith Community Center. We will discuss how to create a solid life after work plan. Seating is limited, so sign up today!


Did you know?

  • Before and during retirement, it is important to develop and adhere to a sound financial strategy that helps you weather market fluctuations
  • A couple will spend an estimated $245,000 on healthcare throughout retirement
  • Inflation can lower the value of your savings from year to year
  • Nearly 60% of retirees don’t budget for entertainment and activities

We will be discussing:

  • Increase your Social Security and Pension income
  • Reduce Market Risk and still have good returns on your retirement savings
  • Create a Retirement Income Plan to ensure you never run out of money
  • Use the right technology to make your retirement easier to manage
  • Protect your wealth from poor health

When it comes to retirement income, growth, and inheritance planning, you may not be able to predict the future, but you can educate yourself and prepare for it!

Spouses are encouraged to attend!

Seating is limited. Register now!

Meredith Community Center 1 Circle Drive, Meredith, NH 03253

No Events Available

Meredith Community Center does not Sponsor nor endorse YRT.

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Y.R.T. is an educational resource for those close to retirement or recently retired. These educational workshops are presented by a select few retirement specialists who are dedicated to educating the public. There is NO SELLING or Sales Pitch allowed at these events. These are strictly for educational purposes. Our specialists are independent retirement specialists and do not work for any government entity. You’ll have the opportunity to meet one on one with our specialists.


Adults only please. Not affiliated with the Social Security Administration or any government agency.