Thursday, April 25, 2024

Comprehensive Retirement Planning

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Monday, July 24th from 6:30-8 p.m.

Stratford Library Lovell Room

Join the Father/Daughter Team of Lou and Jessica Pelletier for an Interactive Comprehensive Retirement Planning Workshop at the Stratford Library on Monday, July 24th, from 6:30-8 pm in the Lovell Room.

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 Social Security selection or not, learn about all the options you have:

  • 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  • If you have life insurance, is your plan outdated?
  • What legal documents you should have in Retirement in addition to a Will (Power of Attorney, Living Will, etc.)

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

For further information, call the Library at: 203.385.4162.

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