Retirement is on the horizon. Are you ready for what's next?

Retirement is an exciting milestone, but preparing for it can bring plenty of questions. We're here to help you approach this next chapter with confidence.

Join us at our Wethersfield branch on Wednesday, November 4th, from 6:00 PM – 7:00 PM for a free, informative Pre-Retirement Checklist workshop designed for those who are one to five years away from retirement.

Our guest speaker, Lynn Bishel, Certified Insurance Consultant and author of Medicare 101: The Good, The Bad & The Gotcha, will walk you through important topics, including:

  • Creating a retirement timeline, including planning for couples of different ages

  • Financial considerations that can impact your retirement lifestyle

  • Understanding the basics of Social Security and Medicare

  • Important legal documents to safeguard your wishes

  • Steps to take with your employer before retiring

  • Planning for potential long-term care needs

The best part? It's completely FREE to attend, and every attendee will receive a FREE copy of Lynn's book, Medicare 101: The Good, The Bad & The Gotcha!

Register by Friday, October 30th using the form below to reserve your spot.

Whether retirement is just around the corner or a few years away, a little preparation today can make a big difference tomorrow.

We can't wait to see you there!

 

Event Registration Form

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