Financial Literacy: Retirement By Design & Estate Planning for Families

Financial Literacy: Retirement By Design & Estate Planning for Families at Danbury Library on Saturday, April 13, 11:00–12:15 p.m.

Adults, Farioly Program Room

Maria Xavier, Financial Advisor for Edward Jones, and Peter Ryan of Yorio Law Group, P.C. share a two-part presentation addressing common concerns and questions that arise when thinking about retirement and estate planning.

Many topics will be covered, including:

¨ Why save for retirement and when?

¨ The role of Social Security

¨ The impact of inflation and the power of compounding interest

¨ The cost of waiting and how to start now at any income level

¨ The documents needed for estate planning

¨ Wills and trust planning

¨ Overview of the probate process

¨ A Q&A session will follow and light refreshments will be served

Free! Registration recommended. For more information about the program, call 203.797.4505 ext. 7731.


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