Three Winning Retirement Strategies

How organizing your personal data, family finances, and healthcare coverage before you make investment decisions can help you achieve your dream retirement.

Our experts include:

Jean Dunn – CFP, VP, Client Loyalty Insights Leader
T. Rowe Price Investment Services, Inc.

Margaret Smith – President
Medical Accounts Management, Inc. and healthcare expert

Mark Zinder – President
Mark Zinder and Associates

Thursday, November 15, 2018, 10am-1pm

Scarritt-Bennett Center

1008 19th Ave S. Nashville, TN 37202

Lunch and parking passes will be provided to those who RSVP



Free ICE Key

This portable, easy-to-use USB flash drive goes right on your keychain. Simply fill out the pre-loaded PDF forms with your important medical information. In a medical emergency, first responders are trained to look for the acronym ICE (In Case of Emergency) so doctors have the information they need to make life-saving medical decisions.

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