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Retirement Readiness: Are you on track to retire the way you want to?

Municipal Training Essex Town Hall

Thursday, January 24, 2019

Retirement Readiness: Are you on track to retire the way you want to?

Essex Town Hall
29 West Avenue
Essex, CT 06511

9:00 a.m. - 12:00 p.m.
Check-in begins at 8:30 a.m.

PROGRAM OVERVIEW back to top

Are you on track not just to retire, but to retire the way you want to?  
 
This workshop will provide you with information to plan for your retirement income and receive up-to-date information regarding retirement and how to protect your assets. All particpants will be eligible to receive a custom Social Security Analysis, Morningstar Investment Snapshot as well as Medicare and estate planning review complimentary! You do not want to miss this informative workshop no matter where you are at in your career.
 

LEARNING OBJECTIVES back to top

  • Planning for Retirement Income- How to keep your retirement account working efficiently for you.
  • Tax Changes- Update on tax changes and how it can impact retirement.
  • Medicate & Long-Term Care- How to prepare for healthcare costs in retirement.
  • Social Security- Filing strategies and when is the right time to take my benefit.
  • Estate Planning- Learn how to protect your asstes.

WHO SHOULD ATTEND back to top

  • First Selectmen, Mayors, Town/City Managers
  • Town/City Attorneys
  • Finance Directors
  • Boards of Finance
  • Department Heads
  • Municipal personnel

CCM PRESENTERS back to top

Louis J. Czerwinski
Financial Advisor
Northeast Wealth Solutions, LLC

COST back to top

  • FREE to CCM-Members (see registration info below)

Not sure if you're a CCM Member? Click here to find out!

FINE PRINT back to top

UPDATES & CHANGES: Last minute changes and updates, weather postponements, cancellations, etc. will be posted on this page

CANCELLATION POLICY: We understand your schedule may change. Please let us know if you have registered and can no longer attend.

CONSENT TO CCM FOR USE OF PHOTOGRAPHIC IMAGES: Registration and attendance at CCM workshops, meetings, and events constitutes an agreement by the registrant to the use and distribution of the attendee’s image in photographs, videos and electronic reproductions of such events and activities sponsored by CCM.

CCMO back to top

Become a Certified Connecticut Municipal Official (CCMO) today! This workshop is good for 3 credit hours of Personal Development that can be used towards completing you certification. For more information such as details on requirements and how to get started, please visit www.ccm-ct.org/ccmo.