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Thriving in Retirement

Dinner Presentation For You and an Adult Guest

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Tue Apr 8

Fleming's Prime Steakhouse and Wine Bar - Waitlist Only

6:30pm Eastern - 1 W Exchange St Providence, RI 02903

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Thu Apr 10

Fleming's Prime Steakhouse and Wine Bar - Waitlist Only

6:30pm Eastern - 1 W Exchange St Providence, RI 02903

This Event Is Full This Event Has Already Taken Place

What You'll Learn

How to leverage current economic headwinds to your advantage
Navigating 2025 tax law changes and how they may impact wealth
Social Security, IRMAA and risks to your retirement income
Inflation: How to reduce its impact on your lifestyle
Long term care: Learn the different ways to fund this potential expense

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Featured Speaker

MAGGIE KOOSA, CEPA, IRMAACP

Maggie Koosa is an independent Investment Advisor Representative and fiduciary, committed to serving your best interests without the constraints of sales quotas or company-branded products. Maggie is a certified IRMAA planner and dedicated to understanding and addressing your unique financial situation, needs, and goals. She doesn't have "clients", she has "people". When she's not advising, Maggie loves spending time with her kids, traveling, reading, and playing football.

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