Retirement Bootcamp Session Three

May 21, 2020

Join us for the final Retirement seminar - Social Security (hosted by the MHV Investment and Retirement Center).

Session 3: Understanding Social Security
Filing for Social Security is one of the biggest financial decisions you’ll make. That’s why it’s the choice of a lifetime. At this seminar, you’ll learn many filing rules and strategies so you can make the choice that fits with your overall retirement income plan.

Date: Thursday, May 21
Time: 6:00pm
​Location: Poughkeepsie Branch
Hosted By: Daniel McDonough, CRPC® & Sal Bocchimuzzo, Financial Advisors
Presented By: Tracy D'Angelo, Brighthouse Financial


Other sessions: 
Session 1: Clear Direction on the Road to Retirement
Learn the strategies and planning necessary to make your retirement successful by learning a step-by-step guide to planning retirement income. The seminar is for members near, at, or already in retirement. It highlights the new realities of retirement, and the risks that need to be considered.

Date: Thursday, May 7
Time: 6:00pm
​Location: Poughkeepsie Branch
Hosted By: Daniel McDonough, CRPC® & Sal Bocchimuzzo, Financial Advisors
Presented By: Daniel McDonough, CRPC® & Sal Bocchimuzzo, Financial Advisors

Session 2: Managing Health Care Costs in Retirement
Understanding and estimating healthcare costs in retirement, and strategies to manage and cover healthcare costs in retirement. Learn what Medicare covers, and what it doesn’t, and what it costs.

Date: Thursday, May 14
Time: 6:00pm
​Location: Poughkeepsie Branch
Hosted By: Daniel McDonough, CRPC® & Sal Bocchimuzzo, Financial Advisors
Presented By: Steve Calandra, Nationwide Retirement Institute

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Sessions: