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Neighbor News

Medicare Basics Social Security Choices and Taxation Retirement Plan Income Options

Henry Carter Hull Library, Tuesday November 10, 2015 from 6:30-8 pm.

Tuesday November 10, 2015, 6:30-8:00 pm

Medicare Basics

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Social Security Choices and Taxation

Retirement Plan Income Options

Find out what's happening in Clintonfor free with the latest updates from Patch.

AGES:

59 ½ ,62, 65, 66 or 70 ½

Learn about what you’re required to do and

how to AVOID PENALTIES

____________________________________________________________________________________

Speakers:

Tracy A. MacKinstry, Financial Consultant

Charles McSorley, Certified Health Insurance Specialist

( Charles McSorley is not affiliated with MacKinstry Financial or LPL Financial )


Diane E. Matta, Enrolled Agent, licensed with the IRS
( Diane Matta is not affiliated with MacKinstry Financial or LPL Financial )

Whether you are approaching retirement or already in retirement, this workshop is for you! Come ask the questions you need answered and get answers to the questions you may not have thought of.

For more information, call 860-669-9900

Securities offered through LPL Financial, Member FINRA/ SIPC. Investment advice offered through NorthStar Wealth Partners, a registered Investment advisor. MacKinstry Financial & Investments, LLC, Educator’s Retirement Consulting and Northstar Wealth Partners are separate entities from LPL Financial.

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