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Herr Capital Management Events

ALL EVENTS ARE OPEN TO THE PUBLIC UNLESS NOTED.

Lunch & Learn: Strategies to Safeguard Your Wealth Thumbnail

Lunch & Learn: Strategies to Safeguard Your Wealth

Join us for a discussion on protecting your wealth. Over the years you have attained wealth – equity in your home, your retirement savings, your investment account and other assets. What would happen if the unthinkable happened? We’ll explore some potential ways you can safeguard your wealth.

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Lunch & Learn: Planning for Health Care in Retirement Thumbnail

Lunch & Learn: Planning for Health Care in Retirement

Join us for an in-depth discussion around planning for health care in retirement. With more baby boomers retiring and living longer, the need to plan for and fund health-care expenses in retirement is growing rapidly. We will examine the challenges retirees face, delve into the key components of retiree health care such as Medicare and long-term care, and discuss planning considerations as you enter retirement.

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Lunch & Learn: Retirement Income Planning Thumbnail

Lunch & Learn: Retirement Income Planning

What's the biggest risk to your financial security? It could be a lack of planning. Gain a better understanding of: Key risks to your financial well-being; Benefits of and steps to creating a retirement income plan; Resources to help you plan for expenses.

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Lunch & Learn: Social Security Workshop Thumbnail

Lunch & Learn: Social Security Workshop

Learn how to maximize Social Security benefits for your retirement income plan. Gain a better understanding of: Eligibility and options for you, your spouse, and other beneficiaries; Factors to consider when deciding to take your benefits; How your decisions can impact your spouse and other beneficiaries; and, Opportunities to help you fill your retirement income gap.

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