Charles E. Smith

Life Communities

Bagel Brunch

9:30 AM - 11:00 AM
Charles E. Smith Life Communities - Wasserman Residence
6121 Montrose Road
Rockville, MD 20852

2017 October Bagel brunch v3

Retire Your Way:

Plan Now For Success
presented by

Lizabeth Wagger
Wealth Management Advisor
First Financial Group
Amy K. Harbison, CPCC, ACC
Certified Transition and Retirement Planning Coach
Open Window Coaching


liz wagger amy harbison

What comes to mind when you hear the word “retirement?”
Does it heighten anxiety or make you excited for your future? 
In this lively workshop by a financial advisor and certified retirement planning coach duo,
learn what you need to ask yourself and
find out what resources and tools you can use now 
to understand and develop
your own whole-life thoughts and plans a
round how to live your best life in retirement.

Online registration is closed. Please call 301.770.8329  or email Amanda Painter to register

Thank you to our sponsors:

optum Minkoff

Dietary Laws observed. Complimentary self-parking.

NOTE: Photographs will be taken at the event.
If you prefer that your image not appear on our website or in a publication, please contact us.

Lizabeth Wagger, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). 7101
Wisconsin Ave. #1200, Bethesda, MD 20814. Securities products/services and advisory services are offered through PAS, a registered broker-dealer, (301) 907-9030. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. First Financial Group is not an affiliate or subsidiary of PAS or Guardian. PAS is a member of FINRA, SIPC. 2017-42974 Exp 10/2019

We're sorry, the deadline for buying tickets for this event has passed.