Medicare, Social Security, and Retirement Planning Workshop for the RI ILSR

LBA is proud to partner with the Rhode Island Institute for Labor Studies and Research for a special in-person workshop on Medicare, Social Security & Retirement Planning! Hosted at the RI ILSR in Cranston, RI.

We welcome all members and friends of the Rhode Island labor community. Whether you're just thinking about retirement, are actually taking steps towards retirement, or are already retired, we can help at each stage. Join us to learn what you should know and let us help you have peace of mind!

The workshop will be held at the Institute for Labor Studies and Research in Cranston, RI:
1540 Pontiac Ave, Suite A, Cranston, RI.

Space is limited, so please register now! Guests are welcome and pizza will be served!

Give us a call with any questions or concerns:
Legacy Benefit Advisors - 401-868-1400

Workshop Topics:

• Choosing the Right Medicare Coverage
• Making Social Security and Pension Decisions
• Managing 401k, 403b, 457, IRA, Rollovers, etc. Without Penalty
• Managing RMDs, Avoiding Costly Mistakes
• Minimizing Taxes
• Consolidating Assets, Balancing Safety and Growth
• Having a Steady Income Stream
• Running out of Money
• Managing Inflation
• Healthcare and Long-Term Care Expenses
• Stock Market Volatility
• Leaving a Legacy for my Family