Connect The Dots…

May 30, 2017

Retirement Boot Camp

Elderlaw Boot Camp:

Is it time to revise your Estate Plan?

Learn about the basic documents needed for an estate plan, and why they should be revised or reviewed. Discussion includes the importance of documents such as Last Will and Testament: important considerations in choosing an Executor, providing for your family and making sure your wishes are followed; Power of Attorney form—a new law, effective October 1, 2016, dictates changes for both the grantor and the agent–what should you know about these revisions? Includes a discussion of the Uniform Fiduciary Access to Digital Assets Act, another new law regarding our social media accounts’ and Advanced Health Care directive: formerly known as Living Wills. Denise Mortati is a licensed attorney working with clients in Fairfield and New Haven counties, specializing in estate planning, probate matters and elder law issues.

Date: Thursday, June 1

Advance registration is required.

Financial Boot Camp:

What Happens When the Paycheck Stops?

PJ Boatwright, of Edward Jones, Inc. presents. Are you ready to retire? If you are nearing or entering retirement, join us for What Happens after the Paychecks Stop? We’ll examine how to budget for retirement expenses and your potential sources of retirement income. We’ll also identify some of the potential risks to your investment income and ways to address them.

Date: Thursday, June 8

Advance registration is required.

For more information, please contact: Bigelow Center for Senior Activities (formerly Fairfield Senior Center) 100 Mona Terrace, Fairfield, CT 06824 203-256-3166