Coming very soon to the Butler School ... in-person retirement seminar offered by Jason Levine and Marie Ardito!
Here's the invitation. You must RSVP in order to attend!
We are excited to be back in person.
Whether you’re in the early stages of your career or contemplating the final years, it’s always a good time to be considering how to navigate your retirement. Choosing your pension option is one of the most important decisions that you will need to make before you retire. Join us for a presentation to learn how to calculate and estimate your pension benefit. We will review the 3 available Options plus discuss the impact of Social Security.
About the Speaker:
Marie Ardito taught in the public schools of Massachusetts for 31 years. In preparation for her retirement, she began to study the Massachusetts retirement system. She was largely responsible for the research that prompted the MTRS, the Massachusetts legislature and both teachers’ unions to recognize the grave injustices that existed in the retirement formula.
She is an active member of the “grass roots” group of teachers responsible for the passage of six pieces of legislation involving retirement benefits. Marie is currently Information Coordinator of the Massachusetts Retirees United. Her knowledge and understanding of the Massachusetts retirement system, as well as her respect for educators, is evidenced in her presentation.
Marie is both an informational and inspirational speaker, and places emphasis on the emotional, psychological, and practical aspects of financial preparation for retirement.
Topics covered:
Pension Criteria and Options
A Case study to illustrate the differences among the Options
Impact of Social Security (GPO and WEP)
Preparing for Retirement - Next Steps
WHEN: Wednesday, October 26, 2022, 4 – 6p.
WHERE: Butler Middle School Auditorium - 1140 Gorham Street, Lowell MA.
Please CLICK HERE to register for the event.
Jason W. Levine, MBA, CFP®
Financial Advisor
Please visit me at: www.jasonwlevine.com
Lincoln Investment
95 Sawyer Road, Suite 430
781-647-3050 (Direct)