Thursday, September 22, 2011
4:00 - 7:00 PM
Norwalk Inn and Conf. Center
99 East Avenue
Norwalk, CT 06851 | Thursday, September 29, 2011
4:00 - 7:00 PM
Egidio Assante
Wealth Management, LLC
20 Realty Drive, Cheshire, CT | Saturday, October 1, 2011
8:30 - 11:30 AM
Hartford Plaza
(formerly Sheraton Hartford Hotel)
100 East River Drive
East Hartford, CT 06108 | Thursday, October 6, 2011
4:00 - 7:00 PM
Waters Edge Resort and Spa
1525 Boston Post Road
Westbrook, CT 06498 | Thursday, October 13, 2011
4:00 - 7:00 PM
Egidio Assante
Wealth Management, LLC
20 Realty Drive, Cheshire, CT | Thursday, October 20, 2011
4:00 - 7:00 PM
Egidio Assante
Wealth Management, LLC
20 Realty Drive, Cheshire, CT | Saturday, October 22, 2011
8:30 - 11:30 AM
New Haven Lawn Club
193 Whitney Avenue
New Haven, CT 06511 | Thursday, October 27, 2011
4:00 - 7:00 PM
Egidio Assante
Wealth Management, LLC
20 Realty Drive, Cheshire, CT | Saturday, October 29, 2011
8:30 - 11:30 AM
Inn at Middletown
70 Main Street
Middletown, CT 06457 | Saturday, October 29, 2011
8:30 - 11:30 AM
Waters Edge Resort and Spa
1525 Boston Post Road
Westbrook, CT 06498 | Saturday, November 12, 2011
8:30 - 11:30 AM
Crowne Plaza
1284 Strongtown Road
Southbury, CT 06488 | |
Registration 8:00 AM — Program 8:30 - 11:30 AM
or
Registration 3:30 PM — Program 4:00 - 7:00 PM
**Refreshments will be provided**
Topics Discussed in Detail - The best time to retire to help maximize your retirement benefits. (Financial Security). How much money can I take out of my investments to help make sure I don't run out?
- The Voluntary Account: Pro's and Cons of contributing to and how. Should I take the voluntary and the 1% in a monthly annuity or in a lump sum?
- Should you retire under Plan N, C, or D, how to best protect your family.
- What you should do with your additional 1 % account
- Purchase additional service, purchase immediately using direct rollover of 403b, TSA or IRA pre-retirement.
- COLA - Cost of Living - new calculation!
- If you will receive Social Security, Pension and Government offset.
- Health Insurance - Coverage and cost after retirement.
- Medicare - Coverage under Medicare at 65 or continue under your local BOE program?
Registration:
For immediate confirmation, please email Mary Korp or call toll free at (877) 567-0290. Online registration is also accepted by clicking on the link below. These workshops are offered at no cost.
Workshop Sign Up Form
Who should attend?
Educators over the age of 55 who are planning to retire within the next 5 years. Over the past 14 years, more than 6,000 educators have taken advantage of our invitation and have attended our programs. Help maximize your retirement and attend one of our informative programs. Spouses are encouraged to attend.
About the Speaker
This program will be conducted by Mr. Mark Egidio, President of Egidio Assante Wealth Management, LLC. Mr. Egidio's field of specialty is retirement and estate planning. He has participated in numerous public estate, retirement and general financial planning seminars throughout Connecticut. In addition, Mark and his associates have conducted retirement workshops for several years providing financial guidance and retirement planning assistance to Connecticut public school teachers.
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