Brigantine Avenue
Brigantine NJ
This presentation is part 3 of our 3-part series:
Make it Easier on your Family
Temple Beth Shalom is excited to introduce our very own financial advisor, Robert Kernan. Robert will be discussingthe following key topics to prepare you for retirement:
– Retirement Planning Trends Post Pandemic
– Organization – Benefits and How to Do it
– “When I’m Gone” Kit – Key Items you Should have Listed Somewhere
– Consolidation – Benefits and How to Do it
– New for 2022 – RMD Requirements – How does this affect you?
Wednesday, March 9, from 7:00-8:15 p.m.
All are welcome to join us for this free program via Zoom RSVP to https://bit.ly/34mZy9M (by 03/07/2022-no exceptions please)
Please refer all questions about this program to [email protected]
More About Robert Kernan:
With over 29 years of industry experience, Robert helps successful families and individuals organize, consolidate, and manage their personal financial
affairs. He believes that having your financial affairs highly organized provides a strong platform for financial success. His areas of focus include portfolio management, generational wealth transfer and assisting pre-retirees and retirees in managing their assets to provide a lifestyle sustaining income that allows them to maintain their dignity and independence.
Robert resides in Somers Point, NJ with his wife, Kim, two children, Robert III and Alexis and the family dog, Ruby. As an avid cyclist, Robert is a strong
believer in the benefits of exercise for both mental and physical health.