Preparing for retirement can feel overwhelming, especially when transitioning from employer-sponsored insurance to Medicare. In this class, your instructor, Dave Moses, CFP® RICP, of Statera Financial, will cover the basics of Medicare, explore how Social Security fits into your retirement income, and discuss how smart claiming decisions can reduce the amount you need from your savings. We will also address common concerns like outliving your money and paying too much in taxes. Finally, we will review a range of retirement income strategies to help you choose what works best for you. With a clear plan, retirement can shift from feeling uncertain to being focused on family, travel, and enjoyment. Services are offered through Statera Financial, LLC, a Registered Investment Advisor in the State of Massachusetts.
W23-26 | 1 Tuesday | Feb 24 | 6:00-8:00pm | B-M Library | $19
Click HERE to register on Arbiter Registration.
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