Lewiston-Porter Central School District

This course is designed for those within 10 years of retirement or currently retired. Any successful retirement begins with a proper plan. We will discuss some of the crucial components of a retirement plan income (social security, pension, retirement savings), investments (etf, mutual funds, annuities and more), market (sequence of returns, managing risk, volatility) Tax planning ( strategies, Roth accounts, leaving assets to your spouse/children), and concerns (Do I have enough? Can I take that trip? How can I avoid a nursing home?)

This class is FREE, prior registration is required.