Retired Teacher Financial Planning Workshop
Thursday, October 29th, Webinar
6 pm - 7:30 pm
Our workshop provides the retired teacher with the facts needed to ensure that your retirement plan is based on up-to-date information.
Some topics to be covered:
- What happens to your pension plan N, C, or D, as well as your or your spouse's social security benefit should you pass away
- Review of TRB-sponsored Medicare choices and the basics of estate planning
- How to coordinate retirement account distributions to minimize current taxes
- Review investing strategies in the current economic environment
Gottfried and Somberg Wealth Management, LLC is not affiliated or endorsed by the Connecticut Teacher's Retirement Board or the Federal Government.