Filter by Category
401K Rollovers ( In Person ) Woodbury
with Jay Dorso
Participants will learn the best time for 401K rollovers and how to avoid penalties. The instructor will discuss alternatives and the rules and regulations involved with 401K plans.
ABC's Of Government Benefits For Your Loved One With Special Needs ( Online )
with Stuart Hawkins
This workshop will provide a greater understanding of the various government benefits available to your loved one. It will discuss in detail how to qualify, maximize, and preserve benefits such as Supplemental Security Income (SSI), Social Security Disability (SSD), Medicaid, Medicare, and the ABLE Act.
Healthcare & Your Retirement ( In Person ) Litchfield
with Cailyn Paradise
Explore the potential impact of rising healthcare costs on retirement savings and learn steps to take in order to prepare. Medicare, long-term care, and retirement spending is also discussed. C. Paradise/K. Ouellette
Understanding Estate Plans: Creating A New Plan And Updating Existing Plans ( In Person ) Southbury
with Lynda Arnold, Esq.
The past couple years have taught us that life circumstances can change in an instant. If they do, are you prepared? Consider some difficult questions. Do you want to be on life support? Who will pay your bills if you can’t? And if you pass away, how will your estate be divided amongst your heirs? In this program, you’ll learn about wills, trusts, powers of attorney (POA), and healthcare directives. Even if you have already created an estate plan, come learn about recent law updates and discover if you should have your existing documents reviewed and updated.
Four Critical Components For Retirement ( In Person ) Woodbury
with David Weyner
This workshop addresses the complex topics of inflation, Social Security, taxes, market volatility, and the implications these factors have on your retirement.
Retirement Planning Today ( In Person ) Southbury
with Paul Mariano
This course addresses the retirement planning process and covers the impact of inflation, taxes, investment basics, types of retirement plans, insurance, and estate issues.
Setting And Achieving Your Goals ( Online )*** New Date***
with Dr. Lisa M. Wisniewski
*** New Day/Date***
This course reviews goal setting through time management strategies. Students learn how to set goals and work towards them using time management techniques.
Your Life And Money In Retirement ( In Person ) Litchfield
with Mark Church
This course is for those considering retirement soon or even currently living in retirement. It will highlight the strategies and action steps retirees can take to feel more confident transitioning to retirement, and it emphasizes the importance of striking a balance between guaranteed and non-guaranteed financial products.