Presented By: Gosline Retirement Planning

Join us for an informative session presented by Gosline Retirement, designed to guide you through the 5 Checkpoints of Retirement. From income planning and wealth management to tax strategies, healthcare considerations, and estate planning, this event will help you prepare confidently for your financial future.

·   Income Planning – Learn how to create a potentially substantial income stream for life that includes Social Security maximization and planning for inflation.

·   Wealth Management – How to help preserve capital, diversify your portfolio, and reallocate your assets according to your family’s unique needs.

·   Understanding Taxation –  How to help you keep as much of your hard-earned money as possible.

·   Medicare and Long-Term Care – How you can help protect your family from unexpected medical issues that may arise as you age.

·   Legacy & Estate Planning – How you can maximize the amount your loved ones inherit and ensure your legacy lives on.

About Speaker: Jake Coan is a Financial Advisor for Gosline Retirement Planning. Jake has extensive customer service experience and is dedicated to serving others. He is an Investment Advisor Representative under GRP Financial Services, LLC, an SEC Registered Investment Advisor. As a National Social Security Association (NSSA) Certificate Holder, Jake is well-versed in the intricacies of all the different benefits Social Security has to offer. He is an independent insurance agent licensed in the state of Maine. Jake is involved in several civic organizations, including the Gardiner Rotary Club, a member of the local Mason’s lodge, and the Kora Shrine. He currently lives in Gardiner with his wife and two children. Jake is an avid outdoorsman, loves playing guitar, and spending time with his family.