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Mark Your Calendars. . .

Introduction to Retirement investment options

October 11, 2023 1:00 - 2:00 PM EDT
Greenwich Library Zoom

Do you have a retirement “portfolio” organized to meet your specific needs? Or a random collection of investment accounts and financial relationships that you’ve acquired over time? Retirement is not a transition to learn through trial and error. This presentation takes you through tools that can assess your preparedness for launching and securing a long and satisfying retirement.  The discussion will include how your investment thinking needs to change to address life as a retiree; how to avoid mistakes in retirement; how to monitor investments; and when to make changes to your plan.

a smart way to plan for retirement account plan withdrawals

October 25, 2023 1:00 - 2:00 PM EDT
Greenwich Library Zoom

If you have multiple 401(k)s, IRAs, and brokerage accounts – or multiple financial professionals, as many high-net-worth people do – you’ll need to feel comfortable with the plan you’ve created to manage required minimum distributions and your retirement accounts, potentially through decades of retirement. How should those accounts be invested? Should you roll over 401(k)s? What about QCDs? What’s the plan? Importantly, the plan must accommodate multiple objectives (current income plus capital appreciation) and goals (lifelong income; charity; legacy), and it has to fit you – not anyone else.  

estate planning part 1:
will basics

November 8, 2023 1:00 - 2:00 PM EST
Greenwich Library Zoom

What happens if you have no will? What happens to your retirement plans? How will your assets flow to your heirs? What happens if you are incapacitated? What can you do to make sure you have the right team in place before an unexpected incapacity or a death?  In this presentation, learn the things you need to know if you are going to prepare your own will, or how to find an attorney to help with your trust & estate plan.