Lewiston-Porter Central School District

This course is designed for those within 10years 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.