RETIREMENT & LONG-TERM PLANNING

Are You Prepared to Face the Perfect Storm in Retirement? 
Attend an informational meeting about how you can help keep today’s retirement challenges from derailing your retirement.  Whatever your plans, this meeting can help you make informed decisions about navigating today’s perfect storm and protecting your retirement assets and income. Topics include:

·        Managing the challenge of surging inflation

·        Investing in a time of market volatility and market uncertainty

·        Living longer and the realities of longevity

·        Preparing for a changing tax environment

Teacher: Paul Dickens, Financial Planner, Prudential Advisors

Course Fee:  $20 (Max 20)

Date: Tuesday, April 7

Time: 6:00 - 7:15 p.m.

REGISTER HERE

Are you planning to take early retirement? Or do you want to continue working until, or beyond, full retirement age?  Whatever your plans, this meeting will help you make informed decisions about your Social Security benefit options, and how much money you may need from other sources to supplement your retirement income. Topics include:

·        Maximizing Social Security income for you and your spouse

·        Understanding the impact and potential costs of starting Social Security benefits            before your full retirement age

·        Strategies to help reduce taxation of Social Security benefits

Teacher: Paul Dickens, Financial Planner, Prudential Advisors

Course Fee:  $20 (Max 20)

Date: Tuesday, April 28

Time: 6:00 - 7:15 p.m.

REGISTER HERE

How do retirees get the most out of the most popular retirement asset – the IRA? You will learn the common pitfalls and strategies related to contributions, rollovers, RMDs, beneficiaries, and Roth IRAs, so you can create better outcomes with your IRA assets.

Teacher: Paul Dickens, Financial Planner, Prudential Advisors

Course Fee:  $20 (Max 20)

Date: Monday April 13

Time: 6:00 - 7:15 p.m.

REGISTER HERE

Planning for retirement starts with thinking about your retirement goals and how long you must meet them—it’s a multistep process that evolves over time. Learning as much as you can about life during retirement is key to making better financial decisions. Together, we will walk you through a retirement planning timeline and basic investment principles to better prepare you for what’s ahead.

Course Fee:  $20 (Max 20)

 Teacher:  Paul Dickens, Financial Planner, Prudential Advisors

Date:  Tuesday, February 17

Time:    6:00 – 7:15 p.m.

REGISTER HERE

Being a caregiver for a loved one can be a challenge, both emotionally and financially. It is important to understand what plans your loved ones may have made or may need that require care. It’s never too soon to start planning. Join us to learn more about proper planning and strategies that allow for a comfortable caregiving experience.

Teacher: Paul Dickens, Financial Planner, Prudential Advisors

Course Fee:  $20 (Max 20)

Date:  Thursday, March 5

Time: 6:00 - 7:15 p.m.

REGISTER HERE