Monday, September 8, 2014

Valley United Way announces new financial education programs

Valley United Way is offering a number of programs in its ongoing Financial Education Series sponsored by Pitney Bowes.

The programs are being offered free of charge in the Lavietes Conference Room at Valley United Way, but registration is required. To register, call 203-926-9478 or sign up at

Sept. 24 at 5:30 p.m. - Financial Planning for College
John DeLeo of Ion Bank will conduct a seminar on how to plan to deal with financing a college education. A light supper will be provided.

Oct. 6 at 5:30 p.m. - Get Retirement Ready
The focus will be to help prepare individuals for the decisions they need to make as they approach retirement, including sources of retirement income, employer distribution options, lump sum vs. income stream, IRA rollovers, health insurance options and relocation decisions. Experts from Barnum Financial Group, an office of MetLife will conduct the session. A light supper will be provided.

Oct. 20 at 5:30 p.m. - Retirement Income Planning 
Experts from the Barnum Financial Group will prepare participants for the steps to take to create an income strategy such as setting retirement goals, identifying expenses and reviewing all guaranteed sources of income, as well as learning how to manage retirement risks. A light supper will be provided.

Oct. 27 at noon - Understanding Social Security
Experts from the Social Security Administration will help individuals to understand the key role played by Social Security in any retirement plan. A light lunch will be provided.

This information was provided in a press release from Valley United Way.

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