Classes Include: Social Security - Sep 24, Nov 5, Dec 3 Long Term Care - Oct 15, Nov 19 401K & IRA Rollovers - Oct 8, Nov 11, Dec 5 Medicare 101 - Sep 21, Oct 12, Nov 9
Getting ready for retirement? Got questions? Local financial advisor, Michael Battaglia, is here to help! In these classes, Michael will be discussing the ins and outs of social security, long term care, 401K & IRA rollovers, and Medicare in relation to your retirement.
Social Security & Retirement 101: Learning the basics, optimizing your benefits, and reviewing mistakes to avoid!
Tuesday, Sep 24th
Tuesday, November 5th
Tuesday December 3rd
Oaklyn Meeting Room, 6-7:30pm
Long Term Care & Retirement: What are the options, and reviewing the strategies for protecting your retirement savings from the “spend down.”
Tuesday, October 15th
Tuesday, November 19th
Oaklyn Meeting Room, 6-7:30pm
401K & IRA Rollovers & Retirement: The rules, tax considerations, creating tax free distributions, and creating life time income.
Tuesday, October 8th
Monday, November 11th
Thursday, December 5th
Oaklyn Meeting Room, 6-7:30pm
Medicare 101: How to navigate the medicare maze. How to enroll in medicare, what medicare covers and what it does not, and understanding Part A, B, C, & D
Saturday, September 21st
Saturday, October 12th
Saturday, November 9th
Oaklyn Meeting Room, 10-11am
AGE GROUP: | Adults (18+) |
EVENT TYPE: | Community Interest | Business/Finance/Taxes |
TAGS: | EVPL Oaklyn |
Opened in the spring of 2003, EVPL Oaklyn is located on the corner of Oak Hill and Lynch Roads at 3001 Oaklyn Drive. Featuring a green roof that helps regulate the temperature of the building and provides a valuable space for a meadow, the building itself has received national attention and won multiple design awards. EVPL Oaklyn boasts open spaces, study rooms, public access computers, and a popular meeting room.