Upcoming Events

Social Security

What Everyone Wants To Know (especially boomers)

After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.

Sponsored By: Smithtown Central School District - Adult Education Program

This is a one-session program offered on Thursday, October 3 from 7:00 p.m. to 9:00 p.m.

Tuition:  $5.00 per person payable to Smithtown Central School District.

When: Thursday, October 3, 2019 - 7:00 p.m. - 9:00 p.m.
Where: Smithtown High School East HSE
10 School Street
St. James, NY 11780

Room: Little Theater
Host: Bud Levy, CFP, CPA, MBA
Phone: 631-952-2700
 

Grandparents Guide to Financial Planning

Grandparents can have a major impact on their grandchildren and, with the proper tools and guidance, can help them build a solid financial foundation. And it's not all about monetary gifts. In this workshop, you will learn how to impart key financial lessons to your grandchildren in a way that inspires them and makes a lasting impression. College costs are skyrocketing and you will learn creative ways for grandparents to help and why, in many cases, it is a big mistake to use the popular 529 College Savings plans. When it comes to legacy planning, grandchildren often get short changed. Divorce, death, lawsuits and poor financial decisions mean the grandchildren often end up with very little or nothing. This program highlights the best ways to protect the grandchildren.

One session program

Seminar meets: Thursday, November 7, 2019

7:00 PM - 9:00 PM                                                                                                     Fee: $5

When: Thursday, November 7, 2019 - 7:00 PM - 9:00 PM
Where: Smithtown High School East HSE
10 School Street
St. James, NY 11780

Room: Little Theater
Host: Bud Levy CFP, CPA, MBA
Phone: 631-952-2700