Financial Strategies for Successful Retirement, session 3 of 3

CLASSES TO BE HELD MAY 21, JUNE 4, and JUNE 18.

PLEASE REGISTER ONLINE OR BY CALLING 203-272-2245, x4.

This educational class covers important money management concepts and issues that are important to people near retirement. Participants will gain a strong understanding of their financial options along with the pros and cons of each.  In depth review of the various types of investment options and their respective costs and the difference between active and passive investing.  Review of the different types of annuities, how they work, and the fees you need to be aware of.  Social Security - effect on benefits of taking early, collecting while still working, and how benefits are taxed.  Family protection products -what you need to be aware of when considering long term care insurance and how the Connecticut Partnership for Long Term Care Program works.  Tax free investment options and how to transfer to future generations and retain tax free status.  Estate planning techniques to transfer assets directly to your beneficiaries and minimize what passes through probate. Individuals and families all have different retirement needs and goals so there is no one solution for everyone.  By condensing up-to-date financial information into 3 classroom sessions, this class will give you answers you need.  AN OPTIONAL WORKBOOK that covers the entire course will be available at a cost of $30 payable to Voya Financial Advisors on the first night of class - or you may bring your own notebook to take notes.

Presenter Steve Choquette is a Certified Financial Planner and Investment Advisor Representative with VOYA Financial Advisors.