Recently, we welcomed members of the Carpenters Union to our Retirement Planning Event at the Janney Tunnel Club inside Lincoln Financial Field. It was an incredible setting to connect with the men and women who have spent their careers building our communities and now deserve to build confidence in their next chapter.
Tim Gormley led the discussion as we explored how financial planning, survivor analysis, and fiduciary guidance can create long-term security. The presentation covered key strategies for coordinating income, including pension and Social Security benefits, and investing through market cycles with confidence.
