Are you ready for retirement? Come get a check-up on your finances. Tuesday at 7pm ...
Partnering with Lordship resident Kathy Weikert Figgis, we are beginning to put together a series of Financial Wellness seminars focusing on getting ready for retirement.
These are designed to educate in four key areas that are closely related to creating success in retirement. The four areas are: Medicare, Long Term Care, Legacy planning (life insurance), & Retirement income
If something were to go wrong in one of the areas, all the retirement planning an individual has done could be in jeopardy.
Look for more information about these important topics in the next few weeks.
October 24, 2017, 7:00pm - October 24, 2017, 7:00pm
Financial Wellness Seminars
Are you ready for retirement? Lordship Community Church, in conjunction with Lordship resident, Kathy Figgis, is offering a series of Financial Wellness Seminars to help you get ready for the next great adventure. These are designed to educate people in four key areas that are closely related to creating success in retirement. The four areas are Medicare, Long Term Care, Legacy planning (life insurance), and Retirement income
If something were to go wrong in one of the areas, all the retirement planning an individual has done could be in jeopardy. Come to one seminar, or come to all of them.
Tuesday, October 24th, 7:00 PM - Medicare
Understand the A, B, C, and D parts to Medicare, and learn about the options to handle the out of pocket costs not covered by Medicare. Reference will be made to two specific pages in the "Medicare and You" book sent to all Medicare recipients.
Tuesday, November 14th, 7:00 PM - Long-Term Care
Learn about your options for long-term care protection and how it can help preserve your assets as well as protect your family from financial stress.
Tuesday, November 28th, 7:00 PM - Life Insurance & Legacy Planning
Whether you're looking for final expenses or a way to move money from one generation to the next, life insurance could be the answer. Learn about the tax benefits of life insurance as well as how it can be used as a tool to offset estate taxes.
Tuesday, December 12th, 7:00 PM - Retirement Income
Is your money working as hard for you as you worked to it? We discuss the three circles of personal finance and tax implications of certain nest eggs.
These seminars are FREE and open to the public. All seminars to be held at Lordship Community Church, 179 Prospect Drive, Stratford. 203.377.6568.