Tuesday, January 20, 2026 | 12:00 PM to Tuesday, March 24, 2026 1:30 PM
Join the Museum, in partnership with the New York Public Library’s Thomas Yoseloff Business Center, for a free 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 Program, the US Department of Labor (EBSA) and an elder law attorney to guide you through the process.
The series kicks off on Tuesday, January 20, 2026 at 12 noon and continues each Tuesday at noon through March 24, 2026. Each program builds on the knowledge gained from the previous session! Register for each program separately below.
January 20: 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.
January 27: Preparing for Taxes in Retirement Hannah Kotler will discuss important areas of tax planning for retirement, including sources of income, the tax control triangle and strategies to best position yourself from a tax perspective as you enter retirement.
February 3: Taking Control of Your Workplace Retirement Benefits Hannah Kotler will discuss why your future financial security and your retirement lifestyle depend on how you save and invest.
February 17: Medicare Update Join Gilbert Kunken for an overview of the Medicare program and your coverage options, including Medigap/Medicare Supplement Insurance and Medicare Advantage/Medicare Health Plans.
February 24: Planning for Retirement with Intention and Mindfulness Annelise Li, CFA, explores strategies for setting intentional goals and practicing mindful financial planning to create a retirement savings and spending plan that supports both financial and emotional well-being.
March 3: Trust in Your Trust (Part 1) Elder Law Attorney Ronald Fatoullah, Esq., discusses the differences and advantages of wills and trusts.
March 10: Trust in Your Trust (Part 2) 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 17: Individual IRAs & Employer-Sponsored IRA Plans: What You Should Know Sindy Baldayaque explains the different types of employer-sponsored individual retirement arrangements (IRA) available. The discussion includes how employer-sponsored IRA operate and the advantages of contributing to an employer-sponsored IRA.
March 24: What You Should Know About Your Retirement Plan Join us for a discussion with Abigail Helbig in this program sponsored by the Department of Labor.
