(Virtual) Comprehensive Retirement Planning with Lou Pelletier

Program Type:

Health, Wellness, & Lifestyle, Business & Personal Finance

Age Group:

Adults
Please note you are looking at an event that has already happened.
Registration for this event is no longer open.

Program Description

Event Details

Lou Pelletier of American Senior Benefits will present on comprehensive retirement planning. This class is designed for people 55 or over, or children of that age group who are trying to assist their parents. Below are some of the topics that Lou will cover: 

* Secure Act & COVID-19 Act

* Social Security Planning

* Should You Move Your 401k/403b to an IRA?

* Income Planning in a Volatile Market

* Important Legal Documents in Retirement

* Long-Term Care Planning with and without LTC Insurance

* Do You Need Life Insurance if Over Age 55?

Bring your questions to this informational session. 

 

Registration is required. Join us via Zoom! 

***Please find your Zoom link and passcode in your confirmation e-mail.***

Instructions for Zoom: 

You do not have to have a Zoom account to attend a program. When you register for this program, you will be sent a unique Zoom ID and password.

To join on your computer, go to https://zoom.us/join on your computer's browser and open Zoom Meetings (PC) or Open zoom.us (Mac) and enter the meeting ID and password a few minutes before the program. Or, you can download the Zoom app on your computer, phone or tablet, open the Zoom app, and type in the meeting ID to join us. 

Please make sure you connect with your device's video and audio. 

Farmington Libraries Virtual Program Code of Conduct Policy

Disclaimer(s)

If you have special needs to attend this program, please contact the library in advance.