Defensive Retirement Strategies to Make Meaningful Estate Plans

Date: Tuesday, September 14, 2021
Time: 5:00pm - 7:30pm
Location: San Juan Cruises, 355 Harris Ave., Bellingham, WA
Speaker: Jim Lusk, CFP, ChFC, CLU, MEd

 Speaker Biography:  Jim started in the life insurance business in 1983 after teaching public high school math and physics for 6 years.  He founded Retirement Nationwide, Inc. in 1985, and has been helping people with planning as they transition into their retirement years. 

He has 37 years of experience in the retirement and estate planning arena, and specializes in Defensive Retirement Strategies.  He has recently published a book titled Die Neatly.

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