This class is for those getting ready to retire. We will discuss estimating retirement expenses and income, paying for healthcare, turning savings into income, and creating a spending plan. 

***NEW DATE APRIL 17,2023***

The 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.

Learn more about preparing for retirement with your CT State Teachers Retirement pension. We will explain when you are eligible for your retirement benefits and explain the terms. The course also covers your retirement benefit payout options and annuity options as well as your beneficiary options.

This course addresses the retirement planning process and covers the impact of inflation, taxes, investment basics, types of retirement plans, insurance, and estate issues.

***Date Changed to April 26th***

Learn the fundamentals of Medicare Parts A, B, C, D, and more. Taught by trained and experienced counselors from the Western Connecticut Area Agency on Aging (WCAAA).

This class is for those getting ready to retire. We will discuss estimating retirement expenses and income, paying for healthcare, turning savings into income, and creating a spending plan. 

This class is for those getting ready to retire. We will discuss estimating retirement expenses and income, paying for healthcare, turning savings into income, and creating a spending plan. 

Learn how eff ective planning and timing can alter the outcome of your retirement. We will discuss current tax law, potential changes to tax law, eff ects of infl ation, and strategies to help you minimize your tax liability.