Join an in-person session. All events are free and educational; taught by licensed and highly experienced financial professionals. Seats are limited - please register to reserve your spot.

Monday, November 3 at 6pm and Tuesday, November 4 at 11am
St Anne's Episcopal Church Administration Building
25100 Ridge Rd, Damascus, MD 20872
This workshop equips retirees and pre-retirees with strategies to combat three critical threats to retirement security: market volatility, taxes, and inflation. Participants learn how to protect their portfolios from sequence-of-returns risk, optimize withdrawal strategies for tax efficiency (including Roth conversions), and preserve purchasing power against inflation's impact on fixed incomes. The session emphasizes how these challenges interconnect and provides a practical framework for building a resilient retirement plan that can withstand economic uncertainties and help ensure long-term financial stability.
Monday, November 10, 2025 at 6pm
2145 Walnut St, Camp Hill, PA 17011, in the Community Room
This workshop equips retirees and pre-retirees with strategies to combat three critical threats to retirement security: market volatility, taxes, and inflation. Participants learn how to protect their portfolios from sequence-of-returns risk, optimize withdrawal strategies for tax efficiency (including Roth conversions), and preserve purchasing power against inflation's impact on fixed incomes. The session emphasizes how these challenges interconnect and provides a practical framework for building a resilient retirement plan that can withstand economic uncertainties and help ensure long-term financial stability.

Our mission is to eliminate financial stress through education, empowerment, and practical action. We provide unbiased financial wellness programs that create confident decision-makers and stronger communities.
FWBI events are educational. Presenters are licensed financial professionals. No financial products are sold at events. Information provided is general in nature and not personalized advice. FWBI does not provide tax or legal advice. Participation does not create an advisory or client relationship. Consult a qualified professional for recommendations specific to you.
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