Retirement Planning 655
- Tuesday 6:00 PM - 7:30 PM
Join Lou Pelletier for an Interactive Comprehensive Retirement Planning Workshop. Are you aware of the two new laws passed this year (SECURE ACT & COVID-19 CARES Act) and how they will impact you? Whether you have made your selection or not, learn about all of the options that you have regarding your Social Security selection. Even if you just made your selection you have one year to change your mind! If you are 59 1/2 or older, even if you are still working, should you keep your 401K/403B or transfer to an IRA? Learn how market volatility impacts income planning and review strategies to smooth out the ride. Review the core legal documents everyone should have and some of the documents that may be appropriate, depending on your situation. What are the other options for dealing with long-term planning, besides long-term care insurance? Are there reasons for having life insurance if you’re over age 55? If you have life insurance, is your plan outdated? Learn about all of these important considerations when planning for retirement.
- Class Fee $29.00
Note: Class has started. Please call the office at 203-341-1209 if you would like to register.