Attendees can receive financial guidance on their terms
Wealth Navigators has been working with 55+ communities in the State of New Jersey since 2014. Both retirees and pre-retires within your community will need to make a series of timely important decisions between the ages of 50 and 72. Our Redefining Retirement Series provides your community the opportunity to discuss these important decisions within an interactive setting
Help your 55+ community take control of their financial future
Provide education and guidance regarding various financial topics in an easy-to-follow format. We’ve committed to bringing fair academic information on relative retirement planning topics right to your community
Community Directors Gain
- Enhance community experience for your members by helping them navigate through the challenges of retirement
- Wealth Navigators can coordinate all promotional materials, along with seminar registration
- Empower community members with beneficial financial topics
- Increase overall satisfaction within the community
Community Members Gain
- Additional knowledge of retirement & financial topics
- Ability to ask questions within a group setting
- A financial strategy that reflects their personal goals
- Access to a team of financial professionals
- Control over the process: every step is optional and undertaken at the individual’s discretion