Building a Lasting Legacy: Essential Estate and Tax Planning Strategies for Retirement

Please join Wilton Library to learn more about important retirement strategies. It can be easy to overlook, but an estate plan is essential for nearly every person, regardless of how much money you have. Without a plan, the laws in your state can govern what happens to your assets, leaving your family to deal with lengthy probate court delays and difficult decisions. In this course, we will share with you tax strategies and concepts as well as examples and case studies to help illustrate how you can potentially protect your hard-earned resources for the next generation.

Beginning 30 years ago working for various Wall Street brokerage firms, veteran financial advisor Michael Alimo (Investment Advisor Representative, ChFEBC) has been devoted to serving clientele in CT and the New England region for 18 years at his USA Financial & Tax Services, LLC. He has hosted many seminars, speaking to groups about a broad array of financial, investment and retirement topics. Venues have included libraries, universities, churches and congregations as well as many of the local town continuing education programs.

Registration is required. Register on the Wilton Library website online or call 203.762.6334.