The Changing World of Retirement Planning

Planning for retirement has become more complex than ever, and having the right information can make a meaningful difference.

We invite you—or someone you care about—to attend an upcoming no-cost, no-obligation educational class titled “The Changing World of Retirement Planning”, designed to help you better understand today’s retirement challenges and opportunities.

Sessions to Choose From:

Thursdays, April 23rd and April 30th at 6:30 PM
-Or-
Tuesdays, April 28th and May 5th at 6:30 PM

Location: Southern Connecticut State University

Topics will include:
• Why some experts predict tax rates could double in the next 10 years
• Why taxes in retirement may be higher than expected
• How 401(k) or IRA withdrawals could reduce Social Security benefits
• Tax-efficient strategies that may help make Social Security tax-free
• Increasing Social Security income
• The importance of working with a Power of Zero advisor

Call to Register: 203-780-2000

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