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Retirement, Taxes, And Strategies
With Beth Logan & Elizabeth Wilds
When: April 20, 5PM-7PM
Where: Via Zoom
*Please Note, if you have signed up for the MaSEA CE Special, you will automatically be added to this event and receive a confirmation during the week of 04/01/2023. This course is non-refundable and will not be recorded. Please plan accordingly.*
*MaSEA members, please use the email address that was used to create your NAEA membership to ensure that you receive the membership discounted price.*
5-5:25 PM Social Security
5:25-5:45 PM Railroad Retirement
5:45-5:50 PM Medicare
5:50-6:20 PM Strategies
6:20-6:40 PM Case Studies
6:40-7 PM Questions
About Our Speakers
Elizabeth Wilds is a financial advisor with Ameriprise Financial serving clients in New Hampshire and Massachusetts. She has been an EA since 1999 and has worked as an estates and trust paralegal and a tax preparer. She has prepared taxes for individuals, non-profits and estates and trusts. She incorporates her past experience in financial plans and recommends subjects for her clients to discuss with their tax preparers in retirement and tax planning.
MaSEA WooSox Game Outing
When: June 23, 6:15PM - 8:15PM
Where: Polar Park, Worcester, MA
Join MaSEA for a baseball outing on Friday June 23, 2023. The Worcester Red Sox will be playing the Lehigh Valley IronPigs (AAA Phillies).
Price: $40, includes game ticket, 2 hour buffet (6:15-8:15pm), and access to private cash bar.
There will also be fireworks after the game! This is a family event so feel free to bring your family along for the game.
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