Financial professionals David Weyner and Michael Alimo will help you navigate your way in preparation for retirement.  Topics covered:

• The three legged stool approach and how to support your needs in the future.
• The money “buckets” in retirement….Taxable, Tax Deferred, Tax Free
• Will I outlive my money in retirement? How can I avoid this?
• What is your money earmarked for? Income, growth, preservation, legacy?
• How does timing of Social Security impact my plan? When should I elect benefits?
• What are the effects of inflation and stock market risk on my savings?
• How do taxes play a role in my future retirement plans?
• What happens to my plan if/when my spouse predeceases me?
• What impact can medical emergency and the potential need for long term care have?

Please contact the reference desk at 860-828-7126 to register.