Now What? Financial Planning Tips for New Retirees

Now What? Financial Planning Tips for New Retirees

Are you just starting or nearing retirement?
It’s time to fine-tune your retirement strategies to ensure you’re retirement ready.
This workshop offers an in-depth look at the financial planning topics all new (or aspiring) retirees need to consider including budgeting, investment management, healthcare costs, social security, common retirement planning pitfalls, taxes, and more.

 

Thursday, April 3, 2025

1 p.m.

 

Lewes Public Library, 111 Adams Avenue, Lewes, DE
Active participation is encouraged, and questions are welcomed throughout the class.

Register For This Event

Colton J. Hastings, CFP®

Colton is a CERTIFIED FINANCIAL PLANNER™ Professional through the CFP Board of Standards and a graduate of Salisbury University with a Bachelor of Science degree in Finance. As an advisor with PKS he facilitates comprehensive financial retirement planning for all stages of life, monitors portfolio management and cash balances, and businesses with qualified retirement plans. Colton works closely with individuals and business owners to define their financial goals and fine-tune strategy in an efficient and sustainable way.

Kyle M. Banks

 

Kyle is a graduate of Salisbury University with a Bachelor of Science degree in Finance. As an Associate Advisor with PKS he works closely with the Firm’s Financial Planners and Investment Advisors to develop investment policies, monitor clients’ asset allocations, rebalancing portfolios and recommending trades, monitoring cash balances for investment opportunities and assisting with the creation of financial plans. Kyle has more than 10 years of industry experience and holds a FINRA series 65 securities license.

 

PKS Investment Advisors LLC is a registered investment advisor with the securities and exchange commission. Reference to registration does not imply any particular level of qualification or skill.  PKS Investment Advisors LLC does not give tax or legal advice.  Be sure to consult with the appropriate professionals in these matters. 

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Salisbury • Ocean City • Lewes

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