Building a Lasting Legacy: Essential Estate and Tax Planning Strategies for Retirement

6:00 PM - 8:00 PM
Wilton Library
Brubeck Room

Event Details

Please join us in the Brubeck Room 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.

Beginning 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. With a focus on retirement planning and risk management, his services portfolio includes: comprehensive financial planning; investment and portfolio management; wealth preservation and transfer strategies; individual, business and estate tax planning; IRA and 401K rollovers; educational funding; Insurance and Long-Term Care planning, as well as tax preparation. In gratitude for many years of business and support from clients and friends around the state, Michael remains committed to giving back to the community via informational presentations and educational workshops. 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.

Registration required.  Please register online or call 203-762-6334.  For information, contact

Event Type(s): Library Program
Age Group(s): Adults

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