Upcoming Events

IRA Planning Webinar Hauppauge Library

Baby Boomers are asking: which type of retirement account is right for me, can I still contribute and how much, what do I need to know about withdrawals – when, how much and how are they taxed, and what happens to my IRA when I die. In this workshop, you will learn important IRA rules for traditional and Roth IRA’s and Roth conversions; how direct and indirect rollovers work; and special considerations for spousal and inherited IRA’s. You will also learn three common IRA mistakes and how to avoid them; four strategies for smart IRA planning, recent rule changes based on the SECURE Act, and how to coordinate your IRA planning with your overall investment, retirement, and estate planning and with Social Security retirement benefits. All attendees will receive the “Baby Boomers Guide To IRA Planning” which summarizes key IRA provisions.

 

When: Tuesday, January 19, 2021 - 6:30pm
Host: Bud Levy and Evan Levy
Phone: 631-952-2700
 

Savvy Social Security Webinar Shelter Island Library

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. This informative workshop not only covers the basics but also reveals little known strategies for maximizing your benefits. You will learn: the 5 factors to consider in deciding when to apply for benefits, when it makes sense to delay benefits, how to estimate your benefits, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse to maximize the total drawdown from Social Security. Each attendee will receive a free copy of “The Baby Boomer’s Guide To Social Security” which summarizes key retirement benefit provisions.

When: Wednesday, January 20, 2021 - 6:00pm
Host: Bud Levy and Evan Levy
Phone: 631-952-2700
 

Savvy IRA Planning Webinar Oyster Bay-East Norwich Library

Baby Boomers are asking: which type of retirement account is right for me, can I still contribute and how much, what do I need to know about withdrawals – when, how much and how are they taxed, and what happens to my IRA when I die. In this workshop, you will learn important IRA rules for traditional and Roth IRA’s and Roth conversions; how direct and indirect rollovers work; and special considerations for spousal and inherited IRA’s. You will also learn three common IRA mistakes and how to avoid them; four strategies for smart IRA planning, recent rule changes based on the SECURE Act, and how to coordinate your IRA planning with your overall investment, retirement, and estate planning and with Social Security retirement benefits. All attendees will receive the “Baby Boomers Guide To IRA Planning” which summarizes key IRA provisions.

 

When: Thursday, January 21, 2021 - 6:30pm
Host: Bud Levy and Evan Levy
Phone: 631-952-2700
 

Social Security Webinar - Great Neck Library

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. This informative workshop not only covers the basics but also reveals little known strategies for maximizing your benefits. You will learn: the 5 factors to consider in deciding when to apply for benefits, when it makes sense to delay benefits, how to estimate your benefits, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse to maximize the total drawdown from Social Security. Each attendee will receive a free copy of “The Baby Boomer’s Guide To Social Security” which summarizes key retirement benefit provisions.

When: Monday, January 25, 2021 - 6:30pm
Host: Bud Levy and Evan Levy
Phone: 631-952-2700
 

Social Security Webinar - Oceanside Library

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. This informative workshop not only covers the basics but also reveals little known strategies for maximizing your benefits. You will learn: the 5 factors to consider in deciding when to apply for benefits, when it makes sense to delay benefits, how to estimate your benefits, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse to maximize the total drawdown from Social Security. Each attendee will receive a free copy of “The Baby Boomer’s Guide To Social Security” which summarizes key retirement benefit provisions.

When: Wednesday, January 27, 2021 - 7:00pm
Host: Bud Levy and Evan Levy
Phone: 631-952-2700
 

Savvy Social Security Webinar - Hampton Bays Public Library

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. This informative workshop not only covers the basics but also reveals little known strategies for maximizing your benefits. You will learn: the 5 factors to consider in deciding when to apply for benefits, when it makes sense to delay benefits, how to estimate your benefits, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse to maximize the total drawdown from Social Security. Each attendee will receive a free copy of “The Baby Boomer’s Guide To Social Security” which summarizes key retirement benefit provisions.

When: Thursday, February 11, 2021 - 7:00pm
Host: Bud Levy and Evan Levy
Phone: 631-952-2700
 

Savvy Social Security Webinar - Glen Cove Library

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. This informative workshop not only covers the basics but also reveals little known strategies for maximizing your benefits. You will learn: the 5 factors to consider in deciding when to apply for benefits, when it makes sense to delay benefits, how to estimate your benefits, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse to maximize the total drawdown from Social Security. Each attendee will receive a free copy of “The Baby Boomer’s Guide To Social Security” which summarizes key retirement benefit provisions.

When: Tuesday, February 23, 2021 - 7:00pm
Host: Bud Levy and Evan Levy
Phone: 631-952-2700
 

Savvy IRA Planning for Baby Boomers Webinar - Sachem Library

Strategies To Get More Out Of Your Individual Retirement Account

Baby Boomers are asking: which type of retirement account is right for me, can I still contribute and how much, what do I need to know about withdrawals – when, how much and how are they taxed, and what happens to my IRA when I die. In this workshop, you will learn important IRA rules for traditional and Roth IRA's and Roth conversions; how direct and indirect rollovers work; and special considerations for spousal and inherited IRA's. You will also learn three common IRA mistakes and how to avoid them; four strategies for smart IRA planning, recent rule changes based on the CARES Act and the SECURE Act, and how to coordinate your IRA planning with your overall investment, retirement, and estate planning and with Social Security retirement benefits.

When: Thursday, March 25, 2021 - 7:00 PM
Host: Bud Levy CFP, MBA and Evan Levy, Financial Advisor
Phone: 631-952-2700
 

Social Security Planning Webinar

What Everyone Needs 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. This informative workshop not only covers the basics but also reveals little known strategies for maximizing your benefits. You will learn: the 5 factors to consider in deciding when to apply for benefits, when it makes sense to delay benefits, how to estimate your benefits, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse to maximize the total benefit amount. Each attendee will receive a free copy of “The Baby Boomer’s Guide To Social Security” which summarizes key provisions of Social Security’s retirement benefits.

Sponsored By: Huntington Union Free School District - Adult Education Program

This is a one-session program on Thursday, April 8, 2021  at 7:00 PM

Tuition: $10 per person/ $15 per couple

When: Thursday, April 8, 2021 - 7:00 PM
Where: Webinar
Host: Bud Levy, CFP, ChFC, MBA and Evan Levy, Financial Advisor
Phone: 631-952-2700
 

Savvy IRA Planning for Baby Boomers Webinar

Strategies To Get More Out Of Your Individual Retirement Account

Baby Boomers are asking: which type of retirement account is right for me, can I still contribute and how much, what do I need to know about withdrawals – when, how much and how are they taxed, and what happens to my IRA when I die. In this workshop, you will learn important IRA rules for traditional and Roth IRA’s and Roth conversions; how direct and indirect rollovers work; and special considerations for spousal and inherited IRA’s. You will also learn three common IRA mistakes and how to avoid them; four strategies for smart IRA planning, recent rule changes based on the SECURE Act, and how to coordinate your IRA planning with your overall investment, retirement, and estate planning and with Social Security retirement benefits. All attendees will receive the “Baby Boomers Guide To IRA Planning” which summarizes key IRA provisions.

Sponsored By:  Huntington Union Free School District - Adult Education Program

This is a one-session program on Thursday, April 15, 2021 at 7:00PM

Tuition: $10.00 Resident - $15.00 Non-Resident

 

 

When: Thursday, April 15, 2021 - 7:00 PM
Where: Webinar
Host: Bud Levy CFP, ChFC, MBA and Evan Levy, Financial Advisor
Phone: 631-952-2700