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Social Security and Estate Planning
Workshop with Tracy MacKinstry at Henry Carter Hull Library in Clinton Ct
Find out what's happening in Clintonfor free with the latest updates from Patch.
June 16, 2015 7-8 pm
§ Why do I need a will? A trust?
Find out what's happening in Clintonfor free with the latest updates from Patch.
§ What is a Power of Attorney?
§ What is a Living Will
§
Which Retirement Plans
should you be saving in?
When do I update my beneficiary information?
§ What are the tax benefits?
§ What are you allowed and required to do?
at THESE AGES:
59 ½ ,62, 65, 66 or 70 ½ ?
____________________________________________________________________________________
SPEAKERS:
Tracy A. MacKinstry, Financial Consultant
Securities Offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Northstar Wealth Partners, LLC a registered investment advisor and separate entity from LPL Financial.
Attorney Katy Armenia, Madison CT
Katy Armenia is not affiliated with LPL Financial.
Whether you are approaching retirement or 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.