Retirement Education Course

Looking for answers to your retirement questions?

With pension plans fading away and life expectancies increasing, more retirees are entering retirement unsure of whether they've saved enough money to maintain the lifestyle they enjoy.  The COVID-19 pandemic creates an additional obstacle in planning for the future. This educational course will be geared toward families currently in, or approaching retirement. 

Our goal is to set you on the right path to a retirement you can ENJOY.  We will be covering a wide range or material, including:

  •   Retirement Lifestyle & Income Planning
  •   When do I apply for Social Security?
  •   Investing in today's market
  •   How do I pay less taxes in retirement?

Michael Malaney, EA is our instructor for the course. He is an IRS Enrolled Agent, tax preparer, and financial planner. Michael takes a comprehensive approach to financial planning by coordinating investment management, estate planning, retirement planning, and tax reduction strategies.  

Event Details:

Date: Tuesday July 26th, 2022

Time: 6:00pm-7:00pm

Location: Amherst Public Library - Williamsville Branch. 5571 Main St. Williamsville, NY 14221

Please complete the Registration form on the right to sign up for your FREE community education course! You can also RSVP with Tyler, Haley or Mary by calling (716) 771-1888.   Additionally, we welcome you to register friends or loved ones who may find this course helpful. 









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