Tue, Dec 09
|Vergennes Grand
Financial and Retirement Planning Seminar
Join us for an informative retirement planning seminar with Erik Giard-Chase from Blue Slate Investment Management. Learn how to build a confident, sustainable plan for your future.
Time & Location
Dec 09, 2025, 1:30 PM – 2:30 PM
Vergennes Grand, 34 North St, Vergennes, VT 05491, USA
About the event
Vergennes Grand Senior Living invites you to a Financial and Retirement Planning Seminar presented by Erik Giard-Chase, CFA, CEO and Founder of Blue Slate Investment Management
In this 60-minute session, you’ll gain a clear understanding of how to turn your savings into a sustainable plan that supports the lifestyle you envision in retirement.
Date: Tuesday, December 9, 2025
Time: 1:30 PM – 2:30 PM
Location: Vergennes Grand Senior Living, 34 North St, Vergennes, VT
Topics include:
Understanding the current retirement landscape and common misconceptions
Clarifying lifestyle goals and identifying income sources
Building an adaptable, sustainable investment plan
Tax-efficient strategies for withdrawals and Roth conversions
Bring your questions, there will be time for Q&A at the end.
Reserve your seat today and take the next step toward a confident retirement!
RSVP Today!
