Do you have a clear path on the winding road that is your financial future? Do you fully understand the potential benefits available to you? In this 4-part workshop series, you will learn about several key factors that impact your retirement:

Thurs, 8/5 - 6:30pm

Part 1: Covers Social Security claiming strategies to optimize your Social Security benefit.

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Thurs, 8/12 - 6:30pm

Part 2: Focuses on Medicare basics and what supplemental options you have.

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Thurs, 8/19 - 6:30pm

Part 3: Retirement Income Planning - Learn about the different options available to you when you retire and what the differences are. We will discuss coordinating your Social Security and Pension with your retirement savings, along with various withdrawal strategies.

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Thurs, 8/26 - 6:30pm

Part 4: “The Income for Life Model." Learn how to build and simplify your retirement income plan using a bucket or ladder strategy.

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About the presenter: John Crowley, Financial Consultant. With 29 years of experience as a Philadelphia-based advisor, John J Crowley, MBA, has developed a well-recognized practice focused on helping retirees and pre-retirees preserve their wealth, reduce their tax liabilities, increase their monthly income and protect their financial future, while avoiding some of the more common financial mistakes many people make. 

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All listed presentations will be held online via Zoom.  Register and receive program link for 8/12/21 session by entering your information below.   Any questions?  Contact DeAnne O'Brien at dobrien@ivpl.org.