Join Aaron McGarry, Director of Planned Giving at Simmons University, for "Tax-Smart Living in Retirement." Whether you are retired now or in the future, tax planning is always important. In this session, Aaron will cover options for your retirement and estate plan, including how to secure your legacy at Simmons. While the presentation is mainly targeted for those alumnae/i who are in or near retirement, all are welcome to join and learn more about preparing for this meaningful life stage!
The event will be recorded; if you cannot attend live but are interested in viewing the recording, please click the "Sorry, I can't attend" link above so we can include you on any post-event messaging.
This session is the first in a series about financial literacy presented by the Simmons University Office of Alumnae/i Relations. Stay tuned for other presentations about your career and investments later this year.
Questions? Contact Rebecca Anderson, Advancement Events Manager, at [email protected].