Wednesday, May 10
6:30 – 8:30 pm
Main Library Auditorium
New Social Security Regulations
Could Change Your Retirement
This seminar is free and open to the public.
Retirement is one of the most important life events many of us will ever experience. When to collect Social Security may be the single most important decision you make with regard to retirement planning. Join us on May 10 to learn key concepts you need to know before applying for Social Security. Depending on your age, Social Security filing strategies may boost lifetime benefits and increase retirement income by tens of thousands of dollars.
Your questions will be addressed by financial service speakers Michael Alimo(CRPC; CLU; CHFEBC, Investment Advisor Representative) and David Weyner
(Senior Planning & Wealth Preservation, LTC Partnership certification, CT & NY).
Michael Alimo, who began his career 30 years ago working for Wall Street brokerage houses, has spent the last 15 years as a financial service advisor have been devoted to serving clientele throughout CT and New England at his USA Financial & Tax Services, LLC, with a focus on: retirement planning and risk management; investment and portfolio management; wealth preservation; transfer strategies; estate tax planning and education funding. In gratitude for many years of business and support from customers around the state, he remains committed to giving back to the community by way of informational presentations and educational workshops. He has hosted many seminars, speaking to groups about a broad array of financial, investment and retirement topics.
David Weyner worked for 20 years as a senior corporate executive. Since 2007, he has served insurance and benefits clients in the NY tri-state area. As a Senior Associate with USA Financial & Tax Services, he has spoken at many seminars, with the objective of helping community members to better understand their planning and program options.