Brewster Ladies' Library Financial Literacy Workshop – Small Steps to Create Financial Independence

Join Brett Dries and Jacob Olsen, Financial Advisors of New York Life, for this informative workshop which will include an introduction to financial and estate planning. Subjects covered will be social security, tax diversification, asset/wealth management, distributions of retirement assets, long term care benefits and choices, passing on assets to the next generation in most tax-favorable ways, legacy planning, and estate planning strategies. Don’t miss out on this opportunity to ask questions and get answers! 

To register, please call the COA at 508-896-2737.