A FREE lecture series to help you plan for the retirement lifestyle you’ve always dreamed of is being presented by The Village at McLean. Come enjoy a light lunch and meet our residents. The lectures will be held on Mondays, from 12:45–2:30 PM at The Village at McLean, Burkholder Community Center, 100 Sarah Lane, Simsbury, CT. To register, call 860-658-3786.
The first lecture in the series will be held on Monday, September 9th – Getting Your Ducks in Order: Financial Organization & Estate Guidance, presented by Gary Schwartz, JD, LLM in Taxation, Gary R. Schwartz & Associates, LLC. Gary will present a ten step system of organizing all important identification, asset records, tax information, insurance policies, legal documents, home maintenance and utility accounts. You will learn what items need to be assembled and how to eliminate clutter that can lead to confusion, wasted time and possibly lower legal and accounting fees by throwing out items that you do not need to be saving. For those who attend, Gary will offer one free, confidential hour of organizing in the privacy of your own home.
