We remain closed until further notice.

While our building is closed, please join us for virtual and off site events. For more information call 203-262-0626 ext 1 or email asksbylib@biblio.org.

Secure Your Future: Retirement Planning

Program Type:

Lectures

Age Group:

Adults
Please note you are looking at an event that has already happened.
This event has been cancelled.

Program Description

Event Details

Join us 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're 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!

Lou and Jessica Pelletier are a father daughter team from Pelletier Senior Planning. They specialize in life, long-term care, and retirement planning. They have a combined experience of over 60 years in this field. 

Like all Southbury Public Library programs, this event is free to attend and open to anyone regardless of town of residency. Registration is required.  For more information about this program, please email Rebecca at rrandall@biblio.org or call the reference desk at 203-262-0626 ext 2.

Disclaimer(s)

Accessibility

The library makes every effort to ensure our programs can be enjoyed by all. If you have any concerns about accessibility or need to request specific accommodations, please contact the library.