Retirement + Estate Planning

LEARN HOW TO OPTIMIZE YOUR RETIREMENT INCOME AND PLAN YOUR ESTATE

Retirement and estate planning can be complex. Many Americans approaching retirement are concerned about income, taxes, and how their assets will be passed on.

Join us for an educational workshop at the 
Hamilton Township Library
Thursday, April 30 
From 6:00 to 7:00 pm.

Topics include retirement income planning, taxation of income including Social Security, estate planning basics, and common estate planning mistakes.

Discussion will also cover wills and trusts, strategies for transferring assets, and considerations around protecting a spouse’s and children’s inheritance.

This workshop is designed for individuals 60+ and those looking to better understand how these factors may impact their retirement and estate planning, particularly individuals with $500,000 or more in investable assets.

No charge to attend. Seating is limited, so sign up today.

This event is hosted by SOFA. SOFA does not sell or promote financial products. This workshop is strictly educational and any products mentioned are for informational purposes only. The Hamilton Township Public Library does not endorse or sponsor this event.