Plumb Memorial Library in Shelton to host presentation on retirement

Rethinking Retirement: Your Next Steps

Location: Plumb Memorial Library, 65 Wooster St., Shelton

Date/Time: Nov. 21, 6:30 p.m.

Registration: https://sheltonlibrarysystem.org/.../rethinking.../

This program will be presented by Lori Candela, founder of Retiring on Purpose, LLC, who is a dynamic speaker with a calming presence. 

She engages her audience with interactive discussions and activities and ensures they walk away with new insights and actionable takeaways help attendees discover a fresh approach to retirement that goes beyond financial planning. Lori will provide guidance for your transition from a career to a dynamic and fulfilling new phase of life.

Through activities and discussion, we will explore the importance of:
Making a Smooth Transition from Career to Retirement (or your “What’s Next”)
Finding Purpose and Fulfillment
Staying Active and Engaged
Nurturing Social Connections

The types of people encouraged to attend would be:
Business Professionals within 2-5 years of retirement
Recent retirees seeking to enhance their retirement journey
Anyone interested in a more fulfilling approach later in life

Shared from the Shelton Library System Facebook page.

Plumb Memorial Library in Shelton to host program on special needs strategies

Special Needs Success: Effective strategies for parents to empower their kids and plan for the future

Location: Plumb Memorial Library Meeting Room, 65 Wooster St., Shelton

Date/Time: Sept. 18, 6 p.m.

Register online: https://sheltonlibrarysystem.org/.../special-needs.../

or call: 203-924-1580 ext. 5102.

Are you stressed by the morning rush with your child? Does it take forever to get things done?

Discover strategies to make morning routines run smoothly and effective time management possible! Learn the tools to help your child self-regulate their emotions and behaviors.

Are you concerned about the future of your loved one with special needs?

Learn all about Special Needs Planning from nuts to bolts.

The talk will be given by Dr. Stephanie Soalt and Renee Goldman Schwarz, Financial Planner.

This is shared from the Shelton Library System Facebook page.

Oxford Public Library to host 'wealth & women' webinar Tuesday

“Wealth & Women: Unlock Your Potential“  

Join Financial Advisor Kimberly Flynn and licensed benefit consultant Joan Norman for a webinar from 6-7 p.m. Tuesday hosted by Oxford Public Library.

During this webinar we will discuss how to help overcome the gender gap, teach women core principles of financial planning, and motivate them to become financially independent. 

This webinar is open to women age 18 or older who are looking to take charge of their financial world.   

  on calendar of events link.

This is shared from Oxford Public Library's calendar.   

Ansonia Library to host finance workshop

Learn about estate planning at Ansonia Library program

ANSONIA - Learn about Estate and Asset Planning from 5:30-7 p.m. Nov. 14 at Ansonia Library, 53 S. Cliff St. 

Believe it or not, you have an estate. In fact, nearly everyone does. 

Photo from Library website

Your estate is comprised of everything you own - your car, home, other real estate, checking and savings accounts,
investments, life insurance, furniture, personal possessions. 
No matter how large or how modest, everyone has an estate and something in common - you can't take it with you when you die.

This informative program will be presented by Michael Alimo and David Weyner of USA Financial. 

For more information, call the Library, 203-734-6275.

This is a press release from Mary Ann Capone, Director, Ansonia Library.

Derby slates second workshop to focus on downtown

Valley United Way sessions to focus on finances

SHELTON - There are only two sessions left in Valley United Way's Fall Financial Education Series to be held at Valley United Way office, 54 Grove St.

The first program at 6 p.m. Nov. 3 is entitled “Are You Prepared for the Financial Challenges of Retirement?” 

The program will help provide answers to three key challenges faced by those preparing to retire or already retired – financial vulnerability, longevity and taxes.

At 5:30 p.m. Nov. 10, Shelton Attorney Tom Sutnik, also a former probate judge, will be back to present a very popular program on estate planning which will include recent developments.  Sutnik practices in estates, trusts and probate matters.

The programs are part of Valley United Way’s ongoing efforts to offer a periodic series of workshops and seminars designed to help individuals and families with their finances. 

United Way is partnering with leading experts in all areas of economic importance to provide the free series of programs. 

These are educational programs for the benefit of the participants and no solicitation is involved. Funding for the program has come from the Pitney Bowes Foundation.

Though there is no charge, advance registration is required and can be made at valleyunitedway.org or by calling 203-926-9478.

This is a press release from Jack Walsh, President and C.O.O., Valley United Way, the leading philanthropic resource for the Valley towns of Ansonia, Derby, Oxford, Seymour and Shelton matching the needs of the community and the interests of donors to improve the quality of life in the community. 

United Way supports and creates initiatives addressing youth, families and people in crisis. 

Each year Valley United Way funds programs and organizations that make a measurable difference in the lives of people living and working in the Valley.

Valley United Way in Shelton slates finance workshops

SHELTON - Valley United Way has announced the dates for its Fall Financial Education Series of programs. 

The series will begin Sept. 10 with an informative program offered by the Social Security Administration entitled “Understanding Social Security”. 

The free program will be held at 5:30 p.m. at Valley United Way, 54 Grove St.

The program includes a meal and registration is required. 
Simply call Valley United Way 203-926-9478 or visit valleyunitedway.org to make a reservation.

Other programs in the series which focuses on retirement in the fall include “A Closer Look at Your Social Security Benefits” on Sept. 30, “Roadmap to Retirement” on Oct. 14 and “Are you prepared for the Financial Challenges of Retirement” on Oct. 28. 

These programs will be presented by experts from Prudential Financial.

The final program for the fall will be Estate Planning and Probate which will be offered by Attorney Tom Sutnik, a noted expert on the topic and a former Judge of Probate for the State of Connecticut.

The periodic series of workshops and seminars are designed to help individuals and families with their finances. 

United Way is partnering with leading experts in all areas of economic importance to provide the free series of programs which is funded by a grant from Pitney Bowes. 

This is a press release from Valley United Way, the leading philanthropic resource for the Valley towns of Ansonia, Derby, Oxford, Seymour and Shelton matching the needs of the community and the interests of donors to improve the quality of life in the community. United Way supports and creates initiatives addressing youth, families and people in crisis. 
Each year Valley United Way funds programs and organizations that make a measurable difference in the lives of people living and working in the Valley.