Thursday, May 30, 2024

Comprehensive Retirement Planning Seminar at Stratford Library

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March 14th from 7:00 – 8:00 P.M.
Lovell Room
Free and open to the public

Join the Father/Daughter Team of Lou and Jessica Pelletier as they discuss and explain two new laws passed in 2020 and 2023 (SECURE ACT 1 & 2), and their impact on consumers. 

Participants will learn about the variety of options available regarding Social Security selection. Even if you have just made your selection, you have one year to change your mind. 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? If you have life insurance, is your plan outdated? Learn what legal documents you should have in Retirement in addition to a Will.

For further information call 203.385.4162 or visit: www.stratfordlibrary.org

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