Boom and Bust:  What Happens If My Company Can't Pay My Pension
Dec
3
6:30 PM18:30

Boom and Bust: What Happens If My Company Can't Pay My Pension

  • Town of Ballston Community Library (map)
  • Google Calendar ICS

Your pension is crucial to your retirement security. But what happens to your pension benefit if your company goes bankrupt? What does it mean for you if your company has a large shortfall in pension funding? Will you still get your pension? Will it be reduced? Join us to learn about the protections that exist for your pension benefit and how your pension should fit into your ‘big picture’ financial plan.

*Please Register by calling the Library, or going directly to the Library Event Calendar.

Hosted by Simmons Capital Group

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When to Take Social Security
Nov
29
7:00 PM19:00

When to Take Social Security

  • Town of Ballston Community Library (map)
  • Google Calendar ICS

Timing is everything! Social security is a vital component to your decision making regarding your income in retirement. This session will go over the basics of social security, including the impacts of working in retirement, timing of benefits filing and how life changes can impact and sometimes add benefits.

A free personalized social security analysis will be offered to those that attend.

*Please register by calling the Library, or going directly to the Library Event calendar.

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Boom and Bust: What happens if my company can’t pay my pension?
Nov
14
6:30 PM18:30

Boom and Bust: What happens if my company can’t pay my pension?

Your pension is crucial to your retirement security. But what happens to your pension benefit if your company goes bankrupt? What does it mean for you if your company has a large shortfall in pension funding? Will you still get your pension? Will it be reduced? Join us to learn about the protections that exist for your pension benefit and how your pension should fit into your ‘big picture’ financial plan.

View Event →
Every Man's Philanthropy - How to Overcome saying, "I'd love to give, but..."
Nov
8
6:30 PM18:30

Every Man's Philanthropy - How to Overcome saying, "I'd love to give, but..."

This session will share ways to realize your philanthropic goals while simultaneously helping to reduce taxes, increase estate values, provide lifetime incomes, and protect beneficiaries.  

We will uncover some of the ways to use forgotten resources, leverage appreciated assets, old insurance policies and utilize investment vehicle solutions with legal entities (like trusts), to efficiently achieve your charitable giving goals while not adversely impacting your plans for and in retirement.

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Boom & Bust - What Happens if My Company Can't Pay My Pension
Nov
7
6:30 PM18:30

Boom & Bust - What Happens if My Company Can't Pay My Pension

Your pension is crucial to your retirement security.  But what happens to your pension benefit if your company goes bankrupt?  What does it mean for you if your company has a large shortfall in pension funding?  Will you still get your pension?  Will it be reduced?  Join us to learn about the protections that exist for your pension benefit and how your pension should fit into your ‘big picture’ financial plan. 

View Event →
Boom and Bust: What happens if my company can’t pay my pension?
Oct
24
6:30 PM18:30

Boom and Bust: What happens if my company can’t pay my pension?

Your pension is crucial to your retirement security. But what happens to your pension benefit if your company goes bankrupt? What does it mean for you if your company has a large shortfall in pension funding? Will you still get your pension? Will it be reduced? Join us to learn about the protections that exist for your pension benefit and how your pension should fit into your ‘big picture’ financial plan.

View Event →
Impacting Our Communities:  Inspired Stores of Who and How We Serve
Oct
23
6:00 PM18:00

Impacting Our Communities: Inspired Stores of Who and How We Serve

Impacting Our Communities: Inspired stories of who and how we serve

Featured Presentation: Creative Philanthropy - Audra K. Higgins, Partner/COO, Simmons Capital Group

When: Tuesday October 23rd From 6pm to 7pm

Where: Captain CHS, 5 Municipal Plaza Suite 3, Clifton Park, NY 12065

RSVP by October 15th by Calling 518-399-4624 or email ava@captaincares.org or by clicking here.

This session will share ways to realize your philanthropic goals while simultaneously helping to reduce taxes, increase estate values, provide lifetime incomes, and protect beneficiaries.

We will uncover some of the ways to use forgotten resources, leverage appreciated assets, old insurance policies and utilize investment vehicle solutions with legal entities (like trusts), to efficiently achieve your charitable giving goals while not adversely impacting your plans for and in retirement.

View Event →
Boom & Bust - What Happens if My Company Can't Pay My Pension
Oct
9
6:30 PM18:30

Boom & Bust - What Happens if My Company Can't Pay My Pension

Your pension is crucial to your retirement security.  But what happens to your pension benefit if your company goes bankrupt?  What does it mean for you if your company has a large shortfall in pension funding?  Will you still get your pension?  Will it be reduced?  Join us to learn about the protections that exist for your pension benefit and how your pension should fit into your ‘big picture’ financial plan. 

View Event →
Boom and Bust: What happens if my company can’t pay my pension?
Oct
3
6:30 PM18:30

Boom and Bust: What happens if my company can’t pay my pension?

Your pension is crucial to your retirement security. But what happens to your pension benefit if your company goes bankrupt? What does it mean for you if your company has a large shortfall in pension funding? Will you still get your pension? Will it be reduced? Join us to learn about the protections that exist for your pension benefit and how your pension should fit into your ‘big picture’ financial plan.

View Event →
Long Term Care: Strategies and Funding Solutions
Sep
18
7:00 PM19:00

Long Term Care: Strategies and Funding Solutions

Would you be shocked to know that 70% of all of us over age 65 will need long-term care?  As we all are finding ourselves caring for aging parents, it is vital to stay informed on the various financial planning options to address the rising costs of long-term care.  This class will review some basics of long-term care, funding options and hybrid strategies being used today.


Whether you are still working, planning for retirement or in retirement, this class will help clarify what expenses you may encounter in later years and how you may want to begin planning to protect your assets and take control the type of care you wish to receive.
 

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Boom & Bust - What Happens if My Company Can't Pay My Pension?
Sep
18
6:30 PM18:30

Boom & Bust - What Happens if My Company Can't Pay My Pension?

Your pension is crucial to your retirement security.  But what happens to your pension benefit if your company goes bankrupt?  What does it mean for you if your company has a large shortfall in pension funding?  Will you still get your pension?  Will it be reduced?  Join us to learn about the protections that exist for your pension benefit and how your pension should fit into your ‘big picture’ financial plan. 

View Event →