Valley United Way is pleased to announce a number of programs in its on-going Financial Education Series sponsored by Pitney Bowes.
United Way is partnering with leading financial experts in the area to offer the programs in an effort to help individuals and families in planning for major financial decisions in life.
With the start of the new school year, the first session is focused on Financial Planning for college.
Next to purchasing a home or planning for retirement, there is probably no financial issue more important for a family to consider.
The cost of higher education is more expensive than ever and rising much faster than inflation.
On Sept. 24 at 5:30 p.m., John DeLeo of Ion Bank will conduct a seminar on how to plan to deal with financing a college education.
This informative session as with the others in the series will take place in the Lavietes Conference Room at Valley United Way. A light supper will be provided.
Future Sessions
In October, the focus will shift to another major life decision – planning for retirement. United Way will be offering three programs during the month designed to help anyone not only to plan ahead for retirement, but also to handle finances once in retirement.
The first session, Get Retirement Ready, will be held at 5:30 on Oct. 6.
The focus will be to help prepare individuals for the decisions they need to make as they approach retirement, including sources of retirement income, employer distribution options, lump sum vs. income stream, IRA rollovers, health insurance options and relocation decisions.
Experts from Barnum Financial Group, an office of MetLife will conduct the session, and a light supper will be provided.
That session will be followed up on Oct. 20 at 5:30 p.m. with Retirement Income Planning being the topic.
This session will also be presented by experts from the Barnum Financial Group.
It will prepare participants for the steps to take to create an income strategy such as setting retirement goals, identifying expenses and reviewing all guaranteed sources of income, as well as learning how to manage retirement risks. A light supper will be provided.
The final program in the Retirement Planning Series will be presented by experts from the Social Security Administration. Entitled “Understanding Social Security” the session will help individuals to understand the key role played by Social Security in any retirement plan.
This session will be held on Oct. 27 at noon, and a light lunch will be provided.
Thanks to the generous support of Pitney Bowes, the programs are being offered free of charge.
However, registration is required and can be made by calling United Way (203 926‑9478) or registering on-line at valleyunitedway.org.
