Preserving Your Savings for Future Generations

Description: If you want to learn ways to successfully transition from saving for retirement to spending in retirement and identify steps you can take to help generate the lifetime income you may need, then attend this workshop and learn about:

• Key estate planning strategies, including information on wills and trust
• The importance of beneficiary designations
• Gifting and insurance replacement strategies

Target Audience:
• Age 55 or older
• Interested in learning more about estate planning and preserving their assets

Facilitated by: Fidelity Financial Advisors
Location: LIB 314

Contact: > See Description for contact information

Topical Areas: Training, Workshop, audience: Faculty, audience: Staff

Registration: Registration is required for this event. If you do not see a registration box or a UMassD Login form here:

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