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What You Need to Know About Retirement Planning

Sep27What You Need to Know About Retirement Planning

Event Details

Date 9/27/2018
Time 5:30pm - 8:00pm
Location Spencer, IA | The Prime Rib
1205 S Grand Ave
Spencer, IA 51301
see map
Contact Rebecca McGinnis
(rmcginnis@nw.bank)

Are you ready to ask your question about retirement planning? We understand that there are many details to consider before making the decision to retire. You have questions, and we are here to help. Join us for an Informational Presentation.


THURSDAY, SEPTEMBER 27
The Prime Rib | 1205 S Grand Ave, Spencer

  • 5:30 pm - Light Appetizers & Beverages
  • 6:00 pm - Presentation
  • 7:00 pm - Question & Answer Forum

Seating Limited to 40

Attendees RSVP by Monday, September 24 to Rebecca McGinnis.
Email: rmcginnis@nw.bank 
Phone: 712.541.6507


Our special guests will share important information and provide resources to help you determine when the best time to retire is for you.

Learn about the topics below and ask questions you may have.

Janette Hagen | Director of Patient Accounts, Spencer Municipal Hospital

  • Medicare
  • Health Insurance Costs
  • Open Enrollment

Dean Jacobsen | Wealth Advisor, Northwest Wealth Management, Spencer

  • When to begin Social Security
  • Advantages of waiting
  • Which spouse should retire first
  • Can you afford to retire

RSVP Now!

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