Four Critical Components to a Successful Retirement

Program Type:

Lectures

Age Group:

Adults
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Event Details

David Weyner of USA Financial & Tax Services will discuss key topics on your retirement:

  • Inflation: Can erode the "purchasing" value of your money for everyday needs
  • Social Security: When do I elect, how can I maximize? What is the solvency of social security? 
  • Taxes Now & In Retirement: Will taxes rise in the future and will that change the success of my retirement?
  • Market Volatility & Income Needs: Loss in the market and creating lifetime income can have a big impact on your retirement.

Following 20 years as a senior corporate executive, David Weyner has worked with the Connecticut community with various financial and insurance planning needs.