Your Money and More – Join the Conversation
As we age, our financial needs and priorities change. That is why Town & Country FCU is offering members an eight-part virtual workshop series we are calling, “Aging Well: Your Money and More”. These workshops, which will be offered over the next few months, will address some of the most common financial questions and challenges people will face as they age; things like planning and saving for retirement, navigating Medicare, strategies to make your money last, making Social Security work for you, long-term care and asset protection and more.
There are two sessions coming up you won’t want to miss.
Navigating Medicare – Wednesday, November 20, 2024 – 12:30 to 1:15 pm Carroll Harper & Associates – Jay Pearl and Carter Pearl
Whether you’re new to Medicare or just need a refresher, this event is for you. In this session you will learn about Medicare basics including Original Medicare Parts A&B, Medicare Part C Advantage Plans, and Part D (Prescription Drugs). We will delve into the two Medicare delivery methods as well as discuss eligibility for these benefits and the appropriate time to begin your process.
Making Your Money Last: Managing Your Assets in Retirement – Wednesday, December 11, 2024 – 12:30 to 1:15 pm — FL Putnam – Scott Mazuzan, CFP, Principal, Private Client Advisor
Making sure your money lasts as long as you do in retirement is a common concern. In this session, you will learn money moves you can take to increase your retirement income, how to deal with current market fluctuations, ways to structure your savings, how to develop a retirement tax strategy, understanding RMDs (required minimum distributions) and common misconceptions about retirement planning.
