The UM Memorial Hospital Foundation will host a free seminar, “Retirement Planning and Asset Titling Pitfalls,” on Saturday March 21 from 10 a.m. – 11:30 a.m. at the Nick Rajacich Health Education Center, located in Shore Medical Center at Easton at 219 S. Washington Street.
Guest presenters at the seminar will be Elizabeth Spurry, CFP, president and owner, Tred Avon Family Wealth in Easton, and Semene Gilden, vice president, Merrill Lynch Wealth Management.
Spurry and Gilden will discuss the keys to retiring successfully. Says Gilden, “The importance of retirement planning cannot be overestimated. Retiring without a plan is a miracle in disguise! ”
Elizabeth Spurry, president Tred Avon Wealth and Semene Gilden, vice president Merrill Lynch Wealth.
Topics include life insurance and retirement plan designations, the SECURE Act and Planning with IRAs, titling of real property & financial accounts, and retirement risks. There will be additional time allocated for Q & A.
For more information about the seminar or to register, please contact Janet Andrews at (410) 822-1000, extension 5792 or email janet@umm.edu. This event is free to all attendees; pre-registration is required. Light refreshments will be served and free parking will be available in the parking lot adjacent to the Health Education Center.
As part of the University of Maryland Medical System (UMMS), University of Maryland Shore Regional Health is the principal provider of comprehensive health care services for more than 170,000 residents of Caroline, Dorchester, Kent, Queen Anne’s and Talbot counties on Maryland’s Eastern Shore. UM Shore Regional Health’s team of more than 2,200 employees, medical staff, board members and volunteers works with various community partners to fulfill the organization’s mission of Creating Healthier Communities Together.
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