Join us for this educational event and learn about the four critical components of a successful retirement:
- Inflation: Can erode the “purchasing value” of your money for everyday needs if you are not keeping pace.
- Social Security: When do I elect and how can I maximize? What is the solvency of social security, and will benefits exist or be reduced?
- Taxes now and in retirement: Taxes in retirement accounts can eat away at the value when needed most. Will taxes rise in the future and will that change the success of retirement?
- Market Volatility and Income Needs: Loss in the market and creating lifelong income can have a big impact.
Presented by David Weyner, Sr. Advisor at U.S.A. Financial & Tax Services LLC. Following 20 years as a senior corporate executive, since 2012 Mr. Weyner has worked with the Connecticut community with various financial and insurance planning needs. As Senior Associate, Mr. Weyner has also spoken at many seminars and workshops with the objective of helping community members better understand their planning options and strategies to enhance their retirement planning. Originally from New York, David attended Stonybrook University and has two grown children living in Philadelphia and New Orleans.
This program is for informational purposes only and no sales pitch will take place.
Registration is required for all Library events.
Date:
Wednesday Sep 14, 2022
Time:
6:30 PM – 8:00 PM
Contact:
Adult Services Department 203-794-8756 ext. 3 adult@bethellibrary.org
Location:
Maria Parloa Community Room
There are 20 spaces available.
Original source can be found here.
