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Seminar Host: Kathryn Dennen,
Vice President & Advisor

Kathryn is an active member of her community where she serves on the town's Board of Finance committee as well as an active communicant in her local church. She is a divisional speaker for the Association of Financial Educators, a non-profit organization whose mission includes providing educational workshops in local communities. Kathryn specializes in retirement planning, creating customized individual plans for each client to assist them in meeting their retirement goals.

Are you confident that your savings will withstand a 25 - 30+ year retirement?

Do you have alternate income sources not tied to the market to offset the sequence of returns risk?

Do you have a tax allocation strategy to help minimize the impact of taxes during retirement?

If you answered “NO” to one or more questions above, you might want to review your strategy.

Contact Kathryn today to schedule a complimentary consultation.