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Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

May 1, 2019

6:00p - 9:00p

Babylon Carriage House

Retirement Decisions

If you have a CD, IRA, 401k or 403(b) account you don’t want to miss this event! You are cordially invited to attend a SPECIAL EDUCATIONAL EVENT featuring highlights from America’s IRA Expert* Ed Slott’s “Retirement Decisions Guide.” This workshop is designed for individuals who are in or nearing retirement and who wish to make informed and intelligent decisions regarding IRAs and retirement. •Determine what type of IRA you have and if it is right for you • Is converting to a Roth IRA right for you • Why leaving your money in a company plan after retirement may be a mistake • Tax cutting strategies for you and your IRA beneficiaries • How to minimize risk with your IRA • Questions you need to ask your advisor before and after retirement • How to create a legacy with your IRA to pass on to future generations

Event Registration

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