Age Group:
Adults
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Program Description
Event Details
Join the dynamic Father/Daughter team of Lou and Jessica Pelletier for an engaging and interactive Comprehensive Retirement Planning Workshop! No matter where you are in your Social Security selection journey, uncover all your available options. If you are 39 to 59 1/2 or older, still working, and wondering whether to stick with your 401K/403B or transfer to an IRA, we've got you covered. Find out how recent government changes impact non-spouse beneficiaries and learn strategies for drawing income from your assets in a volatile market. Is your life insurance up to date? We'll help you assess and update your plan. Plus, discover the essential legal documents every retiree should have, beyond just a will. Secure your future with confidence!