Thank you for attending our workshop. I’m John Kelly, President of Kelly Financial Services. We hope you found the seminar to be informative.
My goal is to educate you on the many risks facing retirees today. It’s important for you to plan for longevity risk, interest rate, health care risk as well as stock market risk. Understanding these challenges will better help you make decisions for your retirement future.
The most important step is for us to schedule a short consultation to review your personal retirement goals. There is no cost for the consultation.