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Comprehensive Retirement Planning at Stratford Library

Schools and Libraries

July 13, 2023

From: Stratford Library

Join the Father/Daughter Team of Lou and Jessica Pelletier for an Interactive Comprehensive Retirement Planning Workshop at the Stratford Library. Are you aware of the two new laws passed (SECURE ACT & SECURE ACT 2) and how they will impact you? Whether you have made your selection or not, learn about all the options that you have regarding your Social Security selection. 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? How do you take Income from your Assets in a volatile market? Does someone need Life Insurance after Age 55? If you have life insurance, is your plan outdated? Learn what legal documents you should have in Retirement in addition to a Will (Power of Attorney, Living Will, etc.)

Date: Monday, July 24

Comprehensive Retirement Planning will begin at 6:30 pm in the Stratford Library Lovell Room.

It is free and open to the public. Register to guarantee a seat at: https://stratfordlibrary.libcal.com/event/10569064.

Venue:
Stratford Library
2203 Main Street
Stratford, CT 06615

For further information, call the Library at: 203.385.