Retirement Confidence: Health, Wealth & Legacy

Join us for an informative and comprehensive discussion designed to help you navigate the

many important decisions that come with retirement. We'll cover key topics including

retirement income planning, investment strategies, Medicare and health insurance

considerations, estate planning, legacy planning, and other critical issues that can impact

your long-term financial security.

Whether you're approaching retirement or already retired, this presentation will provide

valuable insights to help you make informed decisions and confidently plan for the future.

Guests are welcome to arrive at 5:45 PM for sandwiches and refreshments. The presentation

will begin promptly at 6:00 PM and conclude around 7:30 PM, followed by time for questions

and discussion.

We look forward to helping attendees build a retirement plan that supports their health,

wealth, and legacy goals.

Parking: Parking is available in the structure across the street.

Please confirm attendance by October 15, 2026 by contacting: Blake Keelean

at blake.keelean@opco.com

Sponsored by Jabbour Law and Security First Benefits Corporation

Oppenheimer & Co. Inc., Jabbour Law, and Security First Benefits Corporation are not affiliated.

© 2026 All rights reserved. Oppenheimer & Co. Inc. Transacts Business on All Principal US Exchanges and is a Member of SIPC.

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