Planning for retirement can feel overwhelming, but understanding your options now can set you up for long-term financial stability. Whether you’re just starting to think about retirement or fine-tuning your strategy, this workshop will provide practical guidance on organizing your finances, maximizing retirement accounts, and making informed decisions for your future.
Led by Ray Anello of Planning Alliance, this session will cover:
✅ Financial Organization – Align your financial strategies with your life goals
✅ 403(b) Retirement Plans – Understand the benefits and strategies for maximizing contributions
✅ IRAs & Health Savings Accounts – Learn how they fit into your overall retirement strategy
✅ Building Financial Security – Explore ways to manage multiple financial resources effectively
☕ Refreshments will be provided!
Wednesday March 26, 2025 | 9:30 AM – 11:00 AM | In Person
Thank you to our host site, The Staten Island Advance
Meet Our Presenter
