Princeton NJ Financial Services Events Calendar
Events for Wednesday May 7, 2025
Taming a Bear Market: Financial Planning for Uncertain Times, West Windsor Branch
West Windsor Branch, 333 North Post Road, Princeton Junction, NJ 08550 609-799-0462 Find out how to protect your retirement savings from market volatility. Taking income from an equity-based retirement account during a period of negative returns can have a significant adverse effect on the future value of the account. Alternate sources of income that retirees can depend on during market downturns include bank products such as certificates of deposit, and investments such as money market funds and short-term government bond funds. This workshop will go over other options to consider, that can add flexibility to client's retirement portfolio. Presented by Priti Dutta, ICWA Realtor; Bob Ryan of MassMutual, and Paul Felix, ChFC. https://mcl.org/
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