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De-Risk Your Retirement: Protect Your Income, Lifestyle, and Legacy – Paramus Public Library – IN PERSON ONLY

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De-Risk Your Retirement: Protect Your Income, Lifestyle, and Legacy – Paramus Public Library – IN PERSON ONLY

September 8 @ 6:45 pm - 8:00 pm

Join us at Paramus Public Library for an essential workshop designed to empower individuals approaching retirement or those who have recently retired. On Tuesday, September 8 at 7:00 PM, discover strategies to secure your financial future in a rapidly changing economic landscape.

In this interactive session, seasoned experts will guide you through critical topics, including:

– Longevity of Savings: Learn how to ensure your savings can support you for 25–30 years or longer.
– Inflation Impact: Understand how inflation affects your purchasing power and how to mitigate its effects.
– Market Dependency: Analyze your retirement income’s reliance on market performance and explore alternatives.
– Withdrawal Strategies: Find out how to withdraw funds safely without risking your long-term security.
– Social Security Optimization: Maximize benefits for both you and your spouse.
– Healthcare & Long-Term Care Costs: Prepare for and manage rising medical expenses in retirement.
– Tax Allocation: Discover ways to minimize the tax impact during your retirement years.

This workshop is purely educational and aims to equip you with knowledge and tools to navigate the complexities of retirement planning.

Our goal is to help give you the tools so you can design a secure retirement plan that brings peace of mind.

Paramus Public Library

116 E. Century Road
Paramus, 07652 United States

Schedule a Meeting

Whether you’re planning for college, preparing for retirement, want to build long-term wealth, or interested in protecting your legacy, our team is here to help. Our Certified College Funding Specialists and Wealth Management Team bring extensive experience in college funding, retirement and income strategies, tax-efficient investing, and estate planning.

Schedule a consultation today to explore personalized solutions designed to support your family’s goals—now and for generations to come.