Financial Strategies for Successful Retirement (WS-24)
About
This in-depth three-session course offers retirees or people thinking about retiring the opportunity to plan for a comfortable retirement. You’ll learn strategies designed to help generate a steady income, help protect your assets from erosion, reduce taxes, and provide a more secure retirement for you and your spouse. This seminar is designed for retired individuals and couples, and those planning on retiring in the next 5 to 10 years. You will also learn how to make the best use of your employer’s retirement plan, evaluate lump-sum distribution options, and help potentially reduce estate taxes through proper estate planning. You’ll also learn about various types of annuities. We will also cover Social Security, Medicare, and ways to provide asset allocation to properly position your assets to your objectives, risk tolerance, and prior investment experience. A spousal guest is included at no cost, but must register. (1 session from 6:30-8:30 pm at Henry James School ) $50.00Location
Henry James Memorial School
155 Firetown Road, Simsbury CT 06070
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Financial Strategies for Successful Retirement (WS-24)
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