Let’s Talk Retirement: Everything You Need to Know About Managing Your Portfolio & Income Needs

How do you know when it is “safe” to retire? Will your portfolio fill the gap between your Social Security, pension and living expenses? How do you ensure that once you can retire you can stay retired? In this presentation, Rick Bloom, Partner, Attorney, Certified Public Accountant and Financial Advisor with Bloom Advisors, will review the key considerations in determining if you are financially prepared to retire and address social security, pension and portfolio income strategies.

Priority registration will be given to Troy Public Library card holders. If you do not have a TPL issued library card, you can register without a card to be put on the Pending Waitlist. If there is space available after registration closes, you will be moved onto the completed registration list.