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Steve Pessotti, a retirement planner and guest speaker from the Society for Financial Awareness is presenting a free workshop on Advanced Retirement Planning Strategies at Haverhill Public Library today and tonight.
Attendees will learn about estate planning, wills vs. trusts; durable power of attorney, HIPPA-compliant medical power of attorney, health care proxy and pour-over will; life estates and protecting real estate from nursing home liens; nursing home/Medicaid rules; creating lifetime income streams; financial blunders; lump sum vs. pension income payouts; and major changes in Social Security.
The workshop takes place today, Oct. 20, from 1:30-3 p.m., or 6:30-8 p.m., at the library, 99 Main St. Register by calling the library at 978-373-1586, ext. 608, or online at haverhillpl.org. Masks are required.
This program does not promote any specific financial products.
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