Retirements Next Steps Workshop

Join DeGeorge Partners for our monthly Retirement's Next Steps Workshop, a dedicated resource for retirees seeking clarity and guidance. Navigating the wide array of companies, products, and services available in retirement can be overwhelming. This interactive session connects you directly with local industry experts who will help you filter through the noise and discover the exact tools, strategies, and resources you need to make the most of your retirement years.

September industry expert is Sheila Long with Old Republic Exchanged.  Come learn about 1031 Exchanges - what they are, who they are good for and how to manage them.