Please come to our complimentary Retirement Planning workshop to learn and ask questions about how to turn a lifetime of savings into sustainable income for life that can maintain purchasing power in the face of inflation and risk.

We will address important topics such as guaranteed and non-guaranteed investment options, how annuities work, how dividends work, how bonds work, the value of tax-free Municipal Bonds vs taxable bonds, and various ways to generate consistent income. We will also touch on how to make the best Social Security decision for your family, in combination with your pension start date and spousal continuation decision, possibly in combination with your life and long-term care insurance decisions to that all of the important working parts of your plan can come together to support you in the best way possible during your retirement. Finally, consider ways to plan to give more to your family and less to medical bills and taxes.

Please call 631-588-5042 ext. 233 to reserve your spot for this informative workshop!