Hartford-area clients and guests of Borgida & Company, P.C. enjoyed dinner while absorbing the sound retirement strategies outlined by Tom Scanlon, CPA, CFP®. His advice included the suggestion to protect yourself by playing defense first (wills, insurance, power of attorney & health care proxies), asking important questions about your vision (lifestyle, travel, retirement age), and looking at how your basic needs will be covered. Social security, pensions, IRAs and 401(k)s were also discussed. There were many questions and much note-taking during this fall workshop. One lucky guest even took home our beautiful Brown’s Flowers’ autumn arrangement.
Remember, planning can help turn your goals into reality. For more information on developing a retirement plan, Borgida & Company clients can call our office for assistance.