Please join us for an informative session on Social Security Strategies.  Choosing when to elect your Social Security benefits can be one of the most important decisions as you approach retirement. During this educational workshop, you will learn the influence of timing strategies on tax liability and overall benefit values. We will discuss spousal benefits, as well as widow, divorced and single claiming concepts. Additionally, we will illustrate how implementing social security timing in the context of your retirement planning is paramount in creating a successful retirement plan.

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 asato@wiltonlibrary.org.