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Past events

Retirement Income Planning Workshop

Date: October 16, 2017
Time: 6:00pm-7:15pm
Location: Windsor Public Library - 323 Broad St., Windsor, CT 06095


Social Security & Income Planning Education
Our Income Planning seminar educates those nearing the age to draw
Social Security benefits, and those already in retirement, about ways to
be financially secure. This seminar is designed to inform attendees
about how to make the most of Social Security, to turn savings into
income, and to protect retirement plans, even in volatile markets.

Seminar Overview
1 Hour, 15 Minute Presentation starting at 6:00 p.m.
10 minute Introduction from your local resource, Marcia Bernstein
55 minute presentation from a National Speaker
10 minute Q&A session
Educational materials provided
Attendees can request additional information or meet a
specialist to arrange for a future no-fee consultation

~Guest Speaker~
Matthew Dunn—National Speaker on Social Security & Retirement Issues

Seating is limited. To register call:
(860) 413-2424