Smart Financial Planning Strategies for Retirees
Dates: | May 13, 2025 |
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Meets: | Tu from 6:00 PM to 7:30 PM |
Location: | Kenmore Junior Senior High rm 118 |
Cost: | $15.00 |
There are still openings remaining at this time.
How to put more money in your wallet, have it be guaranteed for life, pay less taxes and perhaps reduce your Medicare premium (the one that’s deducted from your Social Security check). This class will discuss ways to have the security you need to do more of the things you love, add more comfort to your life, or perhaps it’s doing more traveling, visiting (or helping) a family member or increasing the donations to your Congregation or favorite charities. I am sure you can think of several things. You are going to learn how to prudently balance your assets like an IRA, 401k, 403b, CD’s and mutual funds to have them work harder and smarter for you. Also learn a tax saving strategy that is only available if you are over age 70.
Fee: | $15.00 |
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Call us at 716-874-8500 to see if you qualify for a discount on this course.
Kenmore Junior Senior High rm 118
Sanford Seide