Upcoming Events

Are you wondering how Social Security fits into your retirement income plan? When are you eligible to take benefits? Did you know that you can increase your retirement income substantially, depending on when you start taking benefits? How do benefits differ for married couples? What has changed recently? Are benefits taxed?  When should you sign up for Medicare? What is and is not covered? Are there deductibles or out of pocket costs? What is Medicare Advantage?

These and other questions related to Social Security and Medicare and how your decisions will impact your retirement will be covered.

Instructors: Gabriella Milley, MBA, Retirement Income Certified Professional^® and Tim Connolly, Independent Health Insurance Specialist

Women are living longer than ever. Preparation for a successful retirement means saving for retirement while funding all other life-goals, such as: education, weddings, and vacations. If you have retirement savings and are uncertain as to the next steps, or if you have not yet started to save – this is the course for you!

The seven principles will help you identify the factors that must be considered in planning for a long life. As a woman, what you need to do today to fund your retirement: how IRAs, 401Ks, saving accounts and financial products can be transformed into a “pension.” We will analyze the effect of taxes, social security, and medical expenses in a retirement plan and will address differences for single, married, divorced, or widowed individuals. You will walk out of this class with actionable ideas. This is a women friendly class—all questions are welcome.

Have you been saving for retirement but are uncertain of the results? Do you wonder about products available to invest your savings to reach retirement and other lifetime goals? How do you assess if you are on track? Would you like to learn some strategies to strengthen your retirement plan and reduce taxes?   

As a continuation of the introductory class “7 Principles for a Successful Retirement” the class focuses on financial planning topics in depth, including types of accounts available to save and invest for retirement, investment products offered to fund retirement, estimating medical costs in retirement, exploring options to cover long term care expenses, maximizing social security benefits and other important strategies to reduce taxes in retirement.

This class is not a sales pitch for any product or company but a framework to understand the various financial products and strategies that are available to meet financial planning needs.  The instructor will explain their purpose, when these financial products can be useful, when may not be effective and try to  solve some of the question that arise in financial planning, early as well as in retirement. Bring your questions! We all learn from each other’s experiences.