"Retirement A to Z" Series

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Tuesday, February 27, 2024 | 12:00 PM to Tuesday, March 26, 2024 1:30 PM

Join the Museum, in partnership with the New York Public Library’s Thomas Yoseloff Business Center, for a free 10-part series on retirement planning. These programs are designed to introduce you to the many possible sources of retirement income and resources, including social security; Medicare; pension options including 401(k)s, individual retirement accounts and annuities; as well as the complex issues faced when planning for loved ones with wills and/or trusts. The series aims to provide participants with the information needed to help them secure their finances for the future.

The speakers include professionals from the Financial Industry Regulatory Authority (FINRA)the Social Security Administration, the Health Insurance Counseling and Assistance Programthe US Department of Labor (EBSA) and an elder law attorney to guide you through the process. 

The series kicks off on Tuesday, January 23, 2024 at 12 noon and continues each Tuesday at noon through March 26, 2024. Each program builds on the knowledge gained from the previous session! Register for each program separately below.

January 23: Financial Planning in the Age of Longevity Join us for the series kick-off event with Ric Edelman, nationally acclaimed financial advisor and #1 New York Times best-selling author.

January 30: The Importance of Retirement Planning Gerri Walsh reviews the importance of compound interest and the many tax-deferred opportunities that help individuals plan for a comfortable and stress-free retirement. 

February 6: What You Should Know About Your Retirement Plan Learn about different types of retirement plans, including defined benefit plans and defined contribution plans such as 401(k) plans

February 13: Individual IRAs & Employer-Sponsored IRA Plans: What You Should Know Learn how to establish your own IRA , the different types of IRAs available to you e.g. Roth, Traditional, Rollover and how to determine which best suits your retirement objectives.

February 20: Social Security Are you retirement ready? Social Security is an integral part of everyone’s retirement plan. Learn about the future of Social Security and how to get the most from your benefits.

February 27: Medicare Update Join Eric Hausman for an overview of the Medicare program and your coverage options, including  Medigap/Medicare Supplement Insurance and Medicare Advantage/Medicare Health Plans.

March 5: Trust in Your Trust (Part 1): Wills & Trusts 101 Elder Law Attorney Ronald Fatoullah, Esq., discusses the differences and advantages of wills and trusts.

March 12: Trust in Your Trust (Part 2): Wills & Trusts 102 Elder Law Attorney Ronald Fatoullah, Esq., discusses the different types and purposes of trusts as well as the important documentation for long-term care planning. 

March 19: Self-Employed Retirement  Emilie Archambeault provides information on how to plan for retirement when you are self-employed.

March 26: Annuities Annuities are widely sold financial products, but they are often misunderstood.  In this session, Gerri Walsh provides an overview of annuities.

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