Plan Now for a Bright Future
This program series, intended for new adults as well as those approaching retirement (and anyone in between), will help navigate the potentially baffling ins and outs of retirement. Join us!
March 12 @ 6 pm —Retirement Income
Certified financial planner Fran McKay presents how to plan for income in retirement. She starts by looking back at typical retirement income sources in recent history and what may be expected over the next 20 to 30 years. Topics include social security, pensions, employer sponsored retirement plans, individual retirement accounts, personal savings, and earned income in retirement
March 19 @ 6 pm —Estate Conservation
Certified financial planner Fran McKay presents the fundamentals of estate conservation, distribution techniques, and trust strategies. The seminar will cover important information to help you manage your estate during your lifetime and in your estate plan.
March 26 @ 6 pm —Brain Health (with AARP)
It’s never too late to take charge of your brain health! In this hour-long interactive session you will learn about the five pillars of a brain-healthy lifestyle, share your brain-boosting activities, and be inspired by others. This session is a good overview for anyone interested in improving their brain health and will provide you with actionable steps you can take along with resources to learn more. Please RSVP to AARP: 1-877-926-8300.