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 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.