Empowering Women for Retirement Workshop - Reverie Brewing Company

57B Church Hill Road,Newtown CT 06470

09 March, 2021

Description

Empowering Women to Retirement (Presented by Michael Alimo of USA Financial and Tax Services) Life Changes That Can Alter Your Retirement FutureHow Taxes Affect You Now And In RetirementAddressing Running Out Of Money In Your Later YearsWills, Trusts, Beneficiaries And Your EstateMarket Corrections & Withdrawing Savings In RetirementDuring this educational workshop we will discuss the potential challenges that can arise due to divorce, widowed and separation as well as outliving ones spouse. We will review these scenarios as well as discuss strategies to prepare for them as well as build a better retirement plan and future. Also discussed are market volatility, drawing down too much of your assets in retirement, taxes and how they can affect your future as well as legacy planning for your beneficiaries. Michael Alimo is a 30-year industry veteran. He started his career early on the floor of the Stock Exchange in Wallstreet! For the past 18 years, Mr. Alimo has served clientele around CT and New England at USA Financial & Tax Services, LLC.