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http://www.wifr.com/community/events/298591281.html | 298591281

Social Security Questions & Answers

Date(s): 6/23/2015

5:00 pm

Boone County Council on Aging/Keen Age Center, 2141 Henry Luckow Lane, Belvidere, IL 61008
A Representative from Social Security will present a retirement program and a "My Social Security" sign-up event where you can get help in setting up our own online account. Please RSVP for this event.
Kate Warren, Program Coordinator, BCCA/Keen Age Center, 815-544-9893

http://www.wifr.com/community/events/297640951.html | 297640951

Saving for College Using Tax Saving Strategies

Date(s): 4/23/2015

6:00 pm - 8:00 pm

Faranda's Banquet Center, 302 Grove St., DeKalb IL 60115
***RSVP is requested. Please call 815-748-2130 or email Kelly.Holleran@lpl.com***
Paying for college is very expensive and Illinois families have the option of using Illinois 529 plans to get some special tax savings. If you have children currently attending or going to attend college in the next few years, this course is designed to help you navigate the many college savings plans and help you decide what is best for you. Some of these creative strategies can be used by parents of college age children without regard to family income!
Securities Offered through LPL Financial Member FINRA / SIPC. Financial Planning and investment advice offered through Walsh & Associates Ltd, a registered investment advisor and separate entity from LPL Financial.
Kelly Holleran, Kelly.holleran@lpl.com

http://www.wifr.com/community/events/297640721.html | 297640721

Transitioning to Retirement – The Roadmap to Retirement

Date(s): 4/22/2015

6:00 pm - 8:00 pm

Faranda's Banquet Center, 302 Grove St., DeKalb IL 60115
***RSVP is requested. Please call 815-748-2130 or email Kelly.Holleran@lpl.com***
Retirement is a one-time event. Mistakes can be very costly. This course will address some of the key issues in the transition from work to retirement. Understanding these key issues and making informed decisions will help you better enjoy your "golden" years. Some of the topics we will cover include: evaluating the true cost of retirement, evaluating your sources and timing of retirement income, protecting your health and wealth, minimizing taxes during retirement, maximizing your pension benefits and social security, and planning for death and/or disability. This course is designed to guide you through this exciting transition period of your life.
Securities Offered through LPL Financial Member FINRA / SIPC. Financial Planning and investment advice offered through Walsh & Associates Ltd, a registered investment advisor and separate entity from LPL Financial.
Kelly Holleran, Kelly.holleran@lpl.com

http://www.wifr.com/community/events/297640521.html | 297640521

Approaching Retirement on TRS or SURS

Date(s): 4/21/2015

6:00 pm - 8:00 pm

Faranda's Banquet Center, 302 Grove St., DeKalb IL 60115
***RSVP is requested. Please call 815-748-2130 or email Kelly.Holleran@lpl.com***
Planning for your retirement ahead of time can impact the ease of your transition from active employment into retirement. Putting together a solid savings plan for your future and developing a clear understanding of your retirement benefits is one of the best strategies to ensure a comfortable, enjoyable retirement. We will introduce to you some strategies that are only available to Teachers Retirement System and the State University Retirement System participants that may mean thousands of dollars to you and your family --- If you are anywhere near retirement, now is the perfect time to sign up for this class.
Securities Offered through LPL Financial Member FINRA / SIPC. Financial Planning and investment advice offered through Walsh & Associates Ltd, a registered investment advisor and separate entity from LPL Financial.
Kelly Holleran, Kelly.holleran@lpl.com

http://www.wifr.com/community/events/297640241.html | 297640241

Social Security Crash Course – Securing Your Retirement

Date(s): 4/20/2015

6:00 pm - 8:00 pm

Faranda's Banquet Center, 302 Grove Street, DeKalb IL 60115
***RSVP is requested. Please call 815-748-2130 or email Kelly.Holleran@lpl.com***
Social Security is a critical component of retirement planning. It can be overwhelming and potentially very costly if you are uninformed. It is important to know your benefits, understand your options and determine a plan to maximize your benefits. Joseph P Walsh MBA, CFP, CFA, President & CEO - Walsh & Associates Ltd will discuss the timing of taking your benefits, explore the pros and cons of working while collecting Social Security and examine the tax impact of your SS benefit and how to maximize your household benefits. For complete Money Smart Week 2015 program listing, go to: www.moneysmartweek.niu.edu
Securities Offered through LPL Financial Member FINRA / SIPC. Financial Planning and investment advice offered through Walsh & Associates Ltd, a registered investment advisor and separate entity from LPL Financial.
Kelly.holleran@lpl.com

http://www.wifr.com/community/events/288408801.html | 288408801

What Seniors Need to Know to Protect Their Assets

Date(s): 4/21/2015

1:00 pm

Comfort Keepers, 4835 Manhattan Drive, Rockford, IL
Attorney Jeremy Ramsey makes it easy to understand wills, trusts, and other topics related to protecting assets. Ramsey is an elder law attorney and a United States Veteran.
Susan M. Smith, Comfort Keepers
815-229-9100

http://www.wifr.com/community/events/288408641.html | 288408641

What Seniors Need to Know to Protect Their Assets

Date(s): 4/23/2015

10:30 a.m.

Comfort Keepers, 4835 Manhattan Drive, Rockford, IL
Elder Law Attorney Jeremy Ramsey presents information on willls, trusts, and other topics related to protecting your assets in an understandable and humour manner.
Susan M.Smith, Comfort Keepers
815-229-9100

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