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Retirement University presented by SOFA: Medicare & Social Security

Educational Seminar Class

What’s Happening?

The Society for Financial Awareness is offering a free seminar covering topics related to retirement planning in this three-part series. Attend one or all of the sessions.

March 21st Part One: Medicare & Social Security 

Filing strategies
Factors to consider when producing income
Discovering how Medicare works and how it'll be affected during retirement
Learning how to navigate differences between both

March 28th Part Two: Investments & Taxes

Creating a tax plan
Understanding the different types of investments
Determining when to utilize different investments in retirement
Learning how taxes affect current investments, retirement, income and other areas of retirement


April 4th Part Three: Estate Planning, Long-Term Care, & Legacy Planning

Estate planning misconceptions
Phases of Estate planning
Factors to consider when Estate planning
Estate and LTC eroding factors

The Society for Financial Awareness is offering a free seminar covering topics related to retirement planning in this three-part series. Attend one or all of the sessions.

March 21st Part One: Medicare & Social Security 

Filing strategies
Factors to consider when producing income
Discovering how Medicare works and how it'll be affected during retirement
Learning how to navigate differences between both

March 28th Part Two: Investments & Taxes

Creating a tax plan
Understanding the different types of investments
Determining when to utilize different investments in retirement
Learning how taxes affect current investments, retirement, income and other areas of retirement


April 4th Part Three: Estate Planning, Long-Term Care, & Legacy Planning

Estate planning misconceptions
Phases of Estate planning
Factors to consider when Estate planning
Estate and LTC eroding factors

More about Norwalk Easter Public Library
Public Library
When & Where
Multiple Dates
  • Mar 21, 2023, 6:30pm to 8:00pm Timezone: CDT
  • Mar 28, 2023, 6:30pm to 8:00pm Timezone: CDT
  • Apr 4, 2023, 6:30pm to 8:00pm Timezone: CDT
Free


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