Westborough – Mike Wells, an agent with New York Life, will present a “Protecting Your Nest Egg” workshop at Tatnuck Bookseller. The presentation will cover estate taxes, the probate process, managing retirement income, gifting, trusts, nursing homes and Medicaid, and long-term care insurance.
Planning for retirement is a top priority for many people, but do you know how much money you need to retire? Are you concerned that you may outlive your money and about the burden a chronic healthcare need could have on your family and finances? Your retirement is the dream for you and your family's future. Proper planning and protection of that dream are crucial to help make it a reality.
To find out more, make sure to attend the Jan. 19 workshop, which will be held from 6:30 to 8 p.m. at Tatnuck Bookseller, 18 Lyman St., Westborough. For more information, call 781-398-8578.