• Wilton Library: Inflation, Taxes and the Effect on Your Retirement

    Wilton Library

    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. Given the low level of inflation, is it still an issue for retirement savers […]

  • Wilton Library: Alzheimer’s Conversations: Protecting your Health and Wealth Joint Seminar (Zoom)

    ZOOM

    Join Wilton Library online for this informative seminar. Alzheimer's is one of the costliest diseases; a lifetime cost of care can more than $350,000. This disease robs families of their relationships and their wealth — two things we work so hard to preserve. At this special presentation, we'll discuss: Alzheimer's disease risk factors, warning signs, […]

  • Wilton Library: Bitcoin and Other Market Trends

    Wilton Library

    Please join the Wilton Library for an interesting evening to explore cryptocurrency and other related market trends. Have you been scratching your head about Bitcoin? What is it? How does it work? Tim Baker will look at how various investments have performed (and why) and how the investment landscape is changing in ways you may […]

  • Taxes: Upcoming Changes and the Effect on Your Retirement

    Wilton Library

    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? As we head towards […]

  • Social Security Strategies and Your Retirement Future

    Wilton Library 137 Old Ridgefield Rd., Wilton, CT

    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 […]

  • Five Money Questions for Women

    Wilton Library 137 Old Ridgefield Rd., Wilton, CT

    Please join Maria Xavier and Bill Greeley, financial advisors from Edward Jones, who will share a perspective on a process women can use to identify financial goals and set strategy. […]

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

    Wilton Library 137 Old Ridgefield Rd., Wilton, CT

    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 […]

    FREE
  • Social Security Strategies and Your Retirement Future

    Wilton Library 137 Old Ridgefield Rd., Wilton, CT

    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 […]

    Free