Retirement A to Z
Join the New York Public Library’s Thomas Yoseloff Business Center, in partnership with the Museum of American Finance, for this ten-part series on Retirement Planning.
These programs are designed to introduce you to the many possible sources of retirement income and resources, including social security, medicare, pension options including 401ks, individual retirement accounts, and annuities, as well as the complex issues faced when planning for loved ones with wills and/or trusts. The series aims to provide participants with the information needed to help them secure their finances for the future.
The speakers include professionals from the Financial Industry Regulatory Authority (FINRA), the Social Security Administration, the Health Insurance Counseling and Assistance Program, the U.S. Department of Labor (EBSA), and an Elder Law attorney to guide you through the process.
The series kicks off on Tuesday, January 23, 2024 at 12 noon with New York Times bestselling author and acclaimed financial advisor Ric Edelman and continues each Tuesday at noon through March 26, 2024.
January 23 at 12 Noon Financial Planning in the Age of Longevity Join us for this kick-off event for the Retirement A to Z series, presented by Ric Edelman, the nation’s most highly acclaimed financial advisor.
January 30 at 12 Noon The Importance of Retirement Gerri Walsh reviews the importance of compound interest and the many tax-deferred opportunities that help individuals plan for a comfortable and stress-free retirement. Presented by the Financial Industry Regulatory Authority (FINRA).
February 6 at 12 Noon What You Should Know About Your Retirement Plan Abigail Helbig from the U.S. Department of Labor helps you understand your retirement plan, explains what information you should review periodically, and where to go for help if you have questions.
February 13 at 12 Noon Individual IRAs and Employer Sponsored IRA Plans: What You Should Know
Sindy Baldayaque from the U.S. Department of Labor explains the different types of employer-sponsored individual retirement arrangements (IRAs) available.
February 20 at 12 Noon Social Security Are you retirement ready? Social Security is an integral part of everyone’s retirement plan. Learn about the future of Social Security and how to get the most from your benefits.
February 27 at 12 Noon Medicare Update Join Eric Hausman for an overview of the Medicare program and your coverage options, including Medigap/Medicare Supplement Insurance and Medicare Advantage/Medicare Health Plans.
March 5 at 12 Noon Trust In Your Trust, Part 1 - Wills and Trusts Elder Law Attorney Ronald Fatoullah, Esq., discusses the differences and advantages of Wills and Trusts.
March 12 at 12 Noon Trust in Your Trust, Part 2 - Wills and Trusts Elder Law Attorney Ronald Fatoullah, Esq., discusses the different types and purposes of trusts as well as the important documentation for long-term care planning.
March 19 at 12 Noon Self-Employed Retirement Emilie Archambeault provides information on how to plan for retirement when you are self-employed.
March 26 at 12 Noon Annuities Annuities are widely sold financial products, but they are often misunderstood. In this session, Gerri Walsh provides an overview of annuities.
Presented in partnership with the Museum of American Finance.
