Family Trust Investment Services will offer two workshops in October – one to help your children get ready for college and the other to help you get ready for retirement. Both will begin at 6 p.m. at our branch in Fort Mill.
Matt Griffin, financial consultant with FTIS, will conduct Budgeting into Retirement on Thursday, Oct. 13. The workshop includes calculating healthcare costs, when it’s best to begin withdrawing Social Security, and determining the amount of money you’ll need to maintain your desired lifestyle.
Jason Driver, financial consultant with FTIS, will conduct the Saving For College One Step At A Time workshop on Tuesday, Oct. 18. He’ll review benefits, how to set up a plan, and when and how to make withdrawals and deposits.
Both workshops are free and open to the public. The Family Trust branch is located at 430 Mercantile Place. Register Online Today by Oct. 11.
Family Trust Investment Services was established at Family Trust in 2009. Supported by LPL Financial, which is based in Charlotte, FTIS offers retirement planning, education planning, investment and risk management, life insurance service and 401(k) advising.