Meeting Times

• Thursday 6:00 PM - 8:00 PM

Description

Retirement is changing quickly — from how you take income to how you protect yourself and your family. With so many moving pieces, this workshop gives you the clarity and confidence you need to make smart decisions for the years ahead.

Join the Father/Daughter team of Lou and Jessica Pelletier for a practical, easy to understand class that helps you navigate the real life choices every retiree and preretiree faces.

You’ll learn:

• How to make confident choices about Social Security, no matter where you are in the process

• The essential legal and financial documents every retiree should have in place to protect themselves and their loved ones

• What to consider when deciding whether to stay in your 401(k)/403(b) or move to an IRA

• What today’s market environment means for drawing income safely and Sustainably

• Why reviewing your life insurance matters more than ever

• The growing importance of long-term care planning — and what families can do before costs rise even further

If you want clarity, confidence, and a plan that truly supports your future, this is a class you don’t want to miss.

Date: 11/5 Thursday, 6-8pm

Additional Notes

Lou Pelletier and his daughter Jessica Pelletier, of American Senior Benefits, have been teaching classes on Medicare and retirement planning for many years at adult education programs, libraries and hospitals.

Please note that our instructors are hired to teach general concepts and not to provide specific investment advice to individuals. Students should consult their financial advisors or attorneys before making any investment decisions based on our instructors' classroom examples.