Below is an announcement from the Wilmington Recreation Department:
LIFE STAGES: ESTATE AND TAX PLANNING CONSIDERATIONS FOR RETIREES
Tuesday, January 14
Instructor: James P. Moriarty, CPA, LLC
6 – 7:30 p.m.
Town Hall Auditorium
$10 (Couples: $15)
Proceeds will be donated back to the Rec. Dept.
Whether you are just starting out, building wealth, or preparing for retirement, our sessions will cover essential topics tailed to your life stage. Learn about tax-advantaged savings programs, how to align your goals with smart savings options, understand taxable income items, probate, estate tax concerns, beneficiary designations, and more.
Register today in person in our office: Recreation Department, Town Hall, Room 8, Monday – Friday, 8:30 a.m. – 4:30 p.m., or by calling us at (978) 658 – 4270, or online at: https://www.wilmingtonma.gov/recreation.
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