Events and Seminars for Retiring in CT

Events

SEMINARS

Retirement Planning Seminars. 

The purpose of the seminars is to bring attendees up to date on the latest information impacting their upcoming or current retirement.

The Objective:

“Have a plan.   Don’t Die Broke.

Identify your investment money versus your retirement money.”

~David Reindel

Topics:

  • The impact of the global economy on our economy:  Interest rates. Value of the dollar. Balance of trade.
  • Taxes:  Interest income.  Capital Gains.  Federal/State.  Estate tax.  Social Security.
  • Legal Issues:  Have a plan in place before it is too late!  Probate.  Trusts.  Proper Beneficiary Designation.  Power of Attorney; Health and Financial.  Living Will.
  • Long Term Care Insurance:  Do you need it?
  • Inflation.
  • Investment strategies:  A fresh look.
  • Annuities:  What are they?  How do they work?  How can they provide financial predictability and certainty?