You and a guest are invited to join us at Paul Pratt Memorial Library for an informative workshop on Retirement Planning!

Are You Ready for Retirement?

A complimentary workshop on how to easily understand the rules on your retirement accounts and how you can take advantage of these rules for your benefit.

Retirement Planning Workshop @ Paul Pratt Memorial Library

Tuesday, August 6th
6:00 PM

Paul Pratt Memorial Library
35 Ripley Rd
Cohasset, MA 02025

NOTE: This event is not sponsored by or affiliated with Paul Pratt Memorial Library.

FINANCIAL SQUARE

195 Park Ave
Worcester, MA 01609

Presenter: Mary Pursell

We will discuss the following:

Taxation

How to have financial independence with or without a spouse or partner.

Social Security

Understanding and maximizing Social Security benefits.

Income Distribution

How to avoid outliving your money.

Market Volatility

The Bucket Strategy to help protect your money from market risk.

Avoiding Mistakes

Methods to avoid being a burden to your family and help safeguard a legacy for your children and grandchildren.

Estate Planning Strategies

Estate planning strategies designed to save you and your loved one's time, stress, and money.

Why we created this workshop:

If you're like most hardworking Americans, you don't want to work forever, and retirement is something you're looking forward to enjoying.

Chances are you've seen the market go up and down over your career and you're looking for strategies to help create a durable inflation protected income plan to last throughout a lifetime.

We host these workshops to help inform those who are looking for the light at the end of the tunnel so they can have the confidence to retire when they want.