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  • Key Timing: Planning for Driving Retirement in NY

    Virtual Presentation

    Virtual Town Hall
    The AAA Key Timing resource is a guide for older adults and caregivers to plan for “driving retirement” or restricted driving. Join AAA and a panel of experts for a discussion on medical issues & aging conditions related to driving, the CarFit program, adaptive equipment to make driving more comfortable and safer, as well as medical-based driving evaluations.

    Moderator:
    Patti Artesa, Regional Director, Public/Government Affairs AAA Northeast

    Panelists:
    Barbara Ward - Public Affairs Specialist, AAA Northeast
    Dr. Kathleen Golisz - Professor of Occupational Therapy and Associate Dean, Mercy College School of Health and Natural Sciences

    Click here to register for webinar.

  • The Four Pillars of the New Retirement

    Virtual Presentation

    An extensive study by Edward Jones and Age Wave uncovered four essential "pillars" – health, family, purpose and finances – that can impact your quality of life in retirement. As the country re-opens for business and social gatherings and we transition to a new normal, we will continue this important conversation about the new retirement and how it is evolving. Please join us for "The Four Pillars of the New Retirement," to explore the many ways retirement is changing and ways to take action today to help ensure you can live retirement on your own terms.

    Presenter: Judi McAnaw

    SIGN UP  to learn about the  four essential pillars here. 

     

     

  • Understanding Your Social Security Retirement Benefits

    Virtual Presentation

    This presentation will discuss the financial considerations to be made when deciding to take your Social Security Benefits and emphasize the importance of proper timing. Many Americans think Social Security is simple and straightforward, often it is not. Just recently, a bipartisan budget act made some significant changes to Social Security laws about claiming retirement and spousal benefits. Making a mistake when selecting your benefit option can cost thousands of dollars over the course of retirement.

    The webinar will also address maximizing your Retirement Income Distributions as it relates to Social Security and other retirement sources.

    Speaker: Adam Rude, CFP, CIMA, and Principal, Claricity Wealth & Planning

    Email contact: bruce@marketingsense2.com

    Dial-in by phone also available; numbers obtained on registration or by calling and leaving a message for Paul at 914.231.3227