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DTSTART;TZID=America/New_York:20211110T183000
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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:20220119T190000
DTEND;TZID=America/New_York:20220119T203000
DTSTAMP:20220131T174524Z
CREATED:20211220T194924Z
LAST-MODIFIED:20220131T174524Z
UID:10011043-1642618800-1642624200@goodmorningwilton.com
SUMMARY:Wilton Library: Alzheimer’s Conversations: Protecting your Health and Wealth Joint Seminar (Zoom)
DESCRIPTION: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. \nAt this special presentation\, we’ll discuss: Alzheimer’s disease risk factors\, warning signs\, resources and how you can join the fight; protecting your finances and family with designated beneficiaries\, legacy and estate strategies; preparing for the unexpected; and knowing the red flags of financial scams. \nThis online seminar will be presented by Maria Xavier\, Financial Advisor\, Edward Jones\, and Robin Roscillo\, Alzheimer’s Association. Registration required. Register online or call 203.762.6334. Email Andrea Sato with questions.
URL:https://goodmorningwilton.com/event/wilton-library-alzheimers-conversations-protecting-your-health-and-wealth-joint-seminar-zoom/
LOCATION:ZOOM
CATEGORIES:discussion,Health & Wellness,Library,Presentation,Seminar,Seniors
ATTACH;FMTTYPE=image/jpeg:https://goodmorningwilton.com/wp-content/uploads/2021/12/ALZHEIMERS_IMAGE_F1E002C5.jpg
ORGANIZER;CN="Wilton Library":MAILTO:publicity@wiltonlibrary.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220607T183000
DTEND;TZID=America/New_York:20220607T200000
DTSTAMP:20220526T211014Z
CREATED:20220526T202621Z
LAST-MODIFIED:20220526T211014Z
UID:10011283-1654626600-1654632000@goodmorningwilton.com
SUMMARY:Wilton Library: Bitcoin and Other Market Trends
DESCRIPTION: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? \nTim Baker will look at how various investments have performed (and why) and how the investment landscape is changing in ways you may not realize. Bring your own questions too! \nTim Baker\, CFA\, is the Founder & CEO of Metric Financial\, a Registered Investment Advisor dedicated to helping clients lower costs and improve results through factor investing. He is a CFA charter holder and has experience in the financial industry dating back to 1996. \nRegistration required. To register\, visit the Wilton Library website.
URL:https://goodmorningwilton.com/event/wilton-library-bitcoin-and-other-market-trends/
LOCATION:Wilton Library
CATEGORIES:discussion,Library,Presentation
ATTACH;FMTTYPE=image/jpeg:https://goodmorningwilton.com/wp-content/uploads/2022/05/TIM_BAKER_AND_CRYPTO7_77972B1C.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:20221115T131634Z
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:20230303T203919Z
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
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DTSTART;TZID=America/New_York:20231012T190000
DTEND;TZID=America/New_York:20231012T200000
DTSTAMP:20231004T144837Z
CREATED:20231004T144837Z
LAST-MODIFIED:20231004T144837Z
UID:10013156-1697137200-1697140800@goodmorningwilton.com
SUMMARY:Five Money Questions for Women
DESCRIPTION: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. They will discuss the Rule of 72\, systematic investing\, employer-sponsored retirement plans and IRAs as strategies for saving. \nMaria Xavier is a Financial Advisor with Edward Jones and has been for 5 years. Her goal is to help her clients make the most out of the money they make by helping them create a strategy that will serve them well in the future for themselves and their families. \nBill Greeley has 30 years of experience in commodity\, equity\, global macro risk structure\, strategy\, and trading. In 2020 in the teeth of the COVID pandemic\, Greeley launched a private wealth business in order to help friends\, family and the community navigate the changing economic landscape. He joined Edward Jones in the end of 2020 to better serve the community. \nRegistration is required. Please register on the Wilton Library website or call 203.762.6334.
URL:https://goodmorningwilton.com/event/five-money-questions-for-women/
LOCATION:Wilton Library\, 137 Old Ridgefield Rd.\, Wilton\, CT\, 06987
CATEGORIES:discussion,Educational,Library,Presentation,Women,Workshop
ATTACH;FMTTYPE=image/jpeg:https://goodmorningwilton.com/wp-content/uploads/2023/09/Women-Money.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231019T180000
DTEND;TZID=America/New_York:20231019T200000
DTSTAMP:20231011T102754Z
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:20240510T024136Z
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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