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DTSTART;TZID=America/New_York:20210505T120000
DTEND;TZID=America/New_York:20210505T130000
DTSTAMP:20260428T173319
CREATED:20210422T183653Z
LAST-MODIFIED:20210422T192434Z
UID:10010694-1620216000-1620219600@goodmorningwilton.com
SUMMARY:Taxes: How They Can Change Your Retirement
DESCRIPTION:Michael Alimo returns to Wilton Library with a fact-filled presentation on improving taxes in retirement. In this educational workshop\, attendees will learn how taxes can change the outcome of their retirement. Current tax law\, potential changes to tax law and strategies will be discussed. 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. Online registration required to receive the Zoom session invitation link. Email any questions. Register here.
URL:https://goodmorningwilton.com/event/taxes-how-they-can-change-your-retirement/2021-05-05/1/
LOCATION:ZOOM
CATEGORIES:Library,Seminar,Zoom Call
ATTACH;FMTTYPE=image/jpeg:https://goodmorningwilton.com/wp-content/uploads/2021/04/TAXES.jpg
ORGANIZER;CN="Wilton Library":MAILTO:publicity@wiltonlibrary.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210505T170000
DTEND;TZID=America/New_York:20210505T180000
DTSTAMP:20260428T173319
CREATED:20210422T183653Z
LAST-MODIFIED:20210422T192434Z
UID:10010695-1620234000-1620237600@goodmorningwilton.com
SUMMARY:Taxes: How They Can Change Your Retirement
DESCRIPTION:Michael Alimo returns to Wilton Library with a fact-filled presentation on improving taxes in retirement. In this educational workshop\, attendees will learn how taxes can change the outcome of their retirement. Current tax law\, potential changes to tax law and strategies will be discussed. 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. Online registration required to receive the Zoom session invitation link. Email any questions. Register here.
URL:https://goodmorningwilton.com/event/taxes-how-they-can-change-your-retirement/2021-05-05/2/
LOCATION:ZOOM
CATEGORIES:Library,Seminar,Zoom Call
ATTACH;FMTTYPE=image/jpeg:https://goodmorningwilton.com/wp-content/uploads/2021/04/TAXES.jpg
ORGANIZER;CN="Wilton Library":MAILTO:publicity@wiltonlibrary.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211110T183000
DTEND;TZID=America/New_York:20211110T193000
DTSTAMP:20260428T173319
CREATED:20211027T145652Z
LAST-MODIFIED:20211107T174403Z
UID:10010948-1636569000-1636572600@goodmorningwilton.com
SUMMARY:Wilton Library: Inflation\, Taxes and the Effect on Your Retirement
DESCRIPTION:Please join the Wilton Library for an educational workshop that may help you in these volatile times. Veteran financial advisor Michael Alimo from USA Financial and Tax Services returns to Wilton Library to discuss how inflation and taxes may affect your retirement. \nGiven the low level of inflation\, is it still an issue for retirement savers and those using their savings to finance retirement expenses? Due to the low inflationary & interest rate environment\, investors have found it next to impossible to receive an acceptable rate of return to keep pace with inflation in traditional CD’s & Money Market accounts. This erodes the “purchasing value” of your money for everyday needs. The question for retirement savers is how to mitigate the impact of inflation. The answer lies in creating a diversified portfolio that includes equity investments. \nTaxes have been a concern for many Americans for decades now. With rising deficits on the federal\, state\, and municipality level\, where does that leave the taxpayer? As they head towards retirement most Americans have squirreled away a fair amount of assets “tax-deferred”. What are these assets truly worth when needed? Currently\, tax law changes are being discussed and changes may be coming. Get prepared. \nOnline registration is required. Email with any questions.
URL:https://goodmorningwilton.com/event/wilton-library-inflation-taxes-and-the-effect-on-your-retirement/
LOCATION:Wilton Library
CATEGORIES:discussion,Library,Seminar,Workshop
ATTACH;FMTTYPE=image/jpeg:https://goodmorningwilton.com/wp-content/uploads/2021/10/INFLATION_GOING_UP_7961E18A.jpg
ORGANIZER;CN="Wilton Library":MAILTO:publicity@wiltonlibrary.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221115T190000
DTEND;TZID=America/New_York:20221115T203000
DTSTAMP:20260428T173319
CREATED:20221103T151728Z
LAST-MODIFIED:20221115T131634Z
UID:10011515-1668538800-1668544200@goodmorningwilton.com
SUMMARY:Taxes: Upcoming Changes and the Effect on Your Retirement
DESCRIPTION:Join Wilton Library to discuss the potential changes to tax law and strategies that may get you to be “tax-free” in retirement. Taxes have been a concern for many Americans for decades now. With rising deficits\, and debt on the federal\, state\, and municipality level where does that leave the taxpayer? \nAs we head towards retirement most Americans have squirreled away a fair amount of assets “tax-deferred”. At this educational workshop\, you will learn how taxes can affect the outcome of your retirement. We will include samples of retirement analysis and strategies to transition to a more favored tax status with your retirement savings and “tax-free” legacy concepts to consider. \nVeteran financial advisor Michael Alimo (Investment Advisor Representative\, ChFEBC) has been devoted to serving clientele in Connecticut and the New England region for 18 years at his USA Financial & Tax Services\, LLC. \nRegistration is required. To register and see more details\, visit the Wilton Library website. For information\, email Andrea Sato.
URL:https://goodmorningwilton.com/event/taxes-upcoming-changes-and-the-effect-on-your-retirement/
LOCATION:Wilton Library
ATTACH;FMTTYPE=:
ORGANIZER;CN="Wilton Library":MAILTO:publicity@wiltonlibrary.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230316T183000
DTEND;TZID=America/New_York:20230316T200000
DTSTAMP:20260428T173319
CREATED:20230303T203919Z
LAST-MODIFIED:20230303T203919Z
UID:10011750-1678991400-1678996800@goodmorningwilton.com
SUMMARY:Social Security Strategies and Your Retirement Future
DESCRIPTION:Choosing when to elect your Social Security benefits can be one of the most important decisions as you approach retirement. During this educational workshop at Wilton Library\, Michael Alimo\, an investment advisor representative with USA Financial & Tax Services\, LLC.\, will discuss the influence of timing strategies on tax liability and overall benefit values. Spousal benefits as well as widow\, divorced\, and single claiming concepts will also be discussed. \nThursday\, March 16 from 6:30 p.m. to 8:00 p.m. \nRegistration is required. Register on the Wilton Library website.  For more information\, contact Andrea Sato.
URL:https://goodmorningwilton.com/event/social-security-strategies-and-your-retirement-future/
LOCATION:Wilton Library\, 137 Old Ridgefield Rd.\, Wilton\, CT\, 06987
CATEGORIES:Educational,Free,Library,Not for profit,Presentation,Seniors,Workshop
ATTACH;FMTTYPE=image/jpeg:https://goodmorningwilton.com/wp-content/uploads/2023/03/SOCIAL_SECURITY_5414EAF1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231019T180000
DTEND;TZID=America/New_York:20231019T200000
DTSTAMP:20260428T173319
CREATED:20231011T102754Z
LAST-MODIFIED:20231011T102754Z
UID:10013242-1697738400-1697745600@goodmorningwilton.com
SUMMARY:Building a Lasting Legacy: Essential Estate and Tax Planning Strategies for Retirement
DESCRIPTION: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. \nBeginning 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. \nRegistration is required. Register on the Wilton Library website online or call 203.762.6334.
URL:https://goodmorningwilton.com/event/building-a-lasting-legacy-essential-estate-and-tax-planning-strategies-for-retirement/
LOCATION:Wilton Library\, 137 Old Ridgefield Rd.\, Wilton\, CT\, 06987
CATEGORIES:Educational,Free,Library,Not for profit,Presentation,Seniors,Workshop
ATTACH;FMTTYPE=image/jpeg:https://goodmorningwilton.com/wp-content/uploads/2023/10/Estate-Planning.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240514T180000
DTEND;TZID=America/New_York:20240514T193000
DTSTAMP:20260428T173319
CREATED:20240510T024136Z
LAST-MODIFIED:20240510T024136Z
UID:10016882-1715709600-1715715000@goodmorningwilton.com
SUMMARY:Social Security Strategies and Your Retirement Future
DESCRIPTION:Join Wilton Library for an informative session on Social Security Strategies. Choosing when to elect your Social Security benefits can be one of the most important decisions while approaching retirement. During this educational workshop\, guests will learn the influence of timing strategies on tax liability and overall benefit values. Participants will discuss spousal benefits\, as well as widow\, divorced and single claiming concepts. Additionally\, an illustration of how implementing social security timing in the context of your retirement planning is paramount in creating a successful retirement plan. \nBeginning 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 Connecticut 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. \nRegistration is required. Register online or call 203.762.6334.
URL:https://goodmorningwilton.com/event/social-security-strategies-and-your-retirement-future-2/
LOCATION:Wilton Library\, 137 Old Ridgefield Rd.\, Wilton\, CT\, 06987
CATEGORIES:Educational,Library,Presentation,Seniors,Workshop
ATTACH;FMTTYPE=image/jpeg:https://goodmorningwilton.com/wp-content/uploads/2024/05/SOCIAL_SECURITY_5414EAF1_229BD75C.jpeg
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