Past Event

Retirement Planning Workshop For Officers Ages 40+

June 19, 2020
1:00 PM - 4:00 PM
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Lamont Doherty – Monell Auditorium. 161 Rte 9W, Palisades, NY

We would like to invite you to attend an upcoming 2020 Retirement Workshop, conducted by an independent certified financial planner. Workshops are designed to help Officers ages 40 and over make decisions about their retirement planning and personal finances. 

The following topics will be covered: 

  •  Retiree medical, Medicare and retirement planning 
  •  Retirement income sources  
  •  Social security and other resources 
  •  Estates, distribution of assets, federal gifts and estate taxes 

 This Retirement Planning Workshop is from 1:00  p.m. to approximately 4:00 p.m.