RETIREMENT WEEK: Advanced Retirement Planning Strategies (Afternoon Session)
Thursday, June 132:00—3:30 PMMeeting RoomTewksbury Public Library300 Chandler Street, Tewksbury, MA, 01876
Learn about the latest in retirement planning from Steve Pessotti, a local retirement planner and guest speaker from the Society of Financial Awareness (SOFA).
Topics will include:
- Estate Planning: Wills vs. Trusts
- Learn how to avoid probate.
- Ancillary Documents: Learn about Durable Power of Attorney, HIPPA compliant Medical Power of Attorney, Health Care Proxy and Pour-over Will.
- Life Estates: Learn how to protect your assets from Nursing Home liens
- Nursing Home/Medicaid Rules: Learn about 5-year look back and asset limitations for single & married taxpayers.
- Getting Fiscally Fit: Learn how to create lifetime income streams for ongoing cash flow.
- Financial Blunders: Learn how to preserve and protect assets against risk.
- Lump Sum vs. Pension Income Payouts: Learn the benefits and disadvantages of distributions.
- Social Security: Learn the major changes.
Can't make it during the day? This same educational seminar will be presented later in the day at 6:30pm. Sponsored by the Friends of the Library.
Registration for this event has now closed.