Strategic Planning for Retirement
Schedule
Tue Oct 12 2021 at 06:00 pm to 07:30 pm
Location
Branford High School | Branford, CT
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Strategic planning and building for financial security in retirement can be a long and tedious path. Putting the building blocks together prior to retirement and staying on course even in retirement are paramount to the successful outcome of your plan. During this educational workshop we will talk about the common steps we all must take during this journey. The initial accumulation phase, followed by growth, then preservation and distribution and lastly if fortunate the transfer of wealth. Learn how market corrections, recessions, sequence of returns, overextending your distribution in retirement and taxes can all play a major role and help determine the outcome. We will also review retirement plans and show you how to evaluate if your plan in on track and heading in the right direction. David Weyner (Senior Planning & Wealth Preservation, Investment Advisor, LTC Partnership certification, CT & NY). Following 20 years as a senior corporate executive, since 2012 Mr. Weyner has worked with the Connecticut community with various financial and insurance planning needs.CLASS DATE
Tuesday, October 12 at Branford High School from 6:00 PM - 7:30 PM
HOW TO REGISTER
Call the Shoreline Adult Education office at (203) 488-5693 or visit bit.ly/ShorelineFinancial
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Where is it happening?
Branford High School, 185 E Main St, Branford, CT 06405, United StatesEvent Location & Nearby Stays: