Get Financially Fit with AARP MoneySmarts Series

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Join AARP for the FREE MoneySmarts Series!  AARP is offering workshops to provide information, tools and resources to assist New Yorkers in building financial security and resilience.  In this series of workshops we will be covering the following topics:

Blue Print for Financial Success  - Wednesday, October 5, 2016          6:00pm – 8pm
Getting your finances organized is the first step to getting them under control.  Come to this discussion designed to help you get a good handle on where you stand financially, while providing proven ways to help reach your financial goals. Register here.

Planning for the Business Owner -    Wednesday, October 12, 2016     6pm -8pm
Many flourishing businesses do not survive; only one-third succeed in the second generation. The key is planning early to avoid conflicts between heirs and surviving owners; and provide sufficient funding. Business owners must rely on a team of tax, legal and financial professionals to plan for ownership succession; put funded buy-sell arrangements in place; and, implement insurance-based techniques to attract, retain and reward key management. Register here.

Common Mistakes in Estate Planning  - Wednesday, October 19, 2016           6pm – 8pm
It is not unusual to find significant mistakes in the wealth transfer plans of Americans. Most do not understand the transfer tax system, the nature of these mistakes, or their consequences. This presentation will help you help your clients uncover common wealth transfer mistakes; and, consider suitable, cost-efficient solution. Register here.

Estate Planning for Blended Families   - Wednesday, November 2, 2016         6pm- 8pm
Join us in a discussion about the unique aspects of planning for today’s complex family structures and how to avoid the most common planning mistakes. Register here.

Retirement Income Planning  - Wednesday, November 16, 2016           6pm – 8pm
How do you envision your retirement? How close are you to making your vision a reality?  Knowing what to expect in retirement and the ways to save may help you plan better. Register here.