Register
2025 Retiree Seminar
Speakers:
Pete DePierro, Local 804 Business Agent will discuss how to properly fill out the applications for pension and retiree health insurnace
Myles Dunn, Local 804 Credit Union, will explain how you can simplify your retirement planning by setting up convenient auto payments for your health insurance, saving you time and effort. Plus, he will review a range of services designed to help you save money
Halliday Financial will review retirement income planing, and how to cooridate income from investments, social security, pension, part time work, 401k, and the Local 804 annuity fund.
Morici and Morici will discuss the importance of beneficiary planning, and having your legal papers in good order (power of attorney, will, health care proxy)
| When: | Saturday, February 15, 2025 - 9:30 - 11:30 |
| Where: | 150 Motor Parkway, Hauppauge ( Adelphi office) |
| Host: | Local 804, Halliday Financial, Morici and Morici |
| Phone: | 718-786-5700 |
Retire Ready With Financial Independence (Hauppague)
Topics to be discussed:
Pension, Annuity, 401k, Debt reduction, income and expense planning, legal planing, retiree health insurnace, taxes, saving strategies, and social security.
| When: | Saturday, March 8, 2025 - 9:30 - 12 noon |
| Where: | 150 Motor Parkway, Hauppauge (Adelphi office) |
| Host: | Local 804, Halliday Financial, Morici and Morici |
| Phone: | 718-786-5700 |
Retire Ready With Financial Independence (Woodside)
Be prepared to Retire Ready with Financial Independence!
Plan today for tomororw.
Topics to be discussed: pension, annuity, 401k, debt reduction, income and expense planning, legal planning, retiree health insurnace, taxes, savings strategies, and social security.
| When: | Sunday, March 23, 2025 - 9:30 am - 12 noon |
| Where: | 49 - 18 Queens Blvd Woodside (Knights of Columbus) |
| Host: | Local 804, Halliday Financial, and Morici and Morici |
| Phone: | 718-786-5700 |
Retire Ready With Financial Independence (Hauppauge)
Join us for an informative seminar to help you plan and prepare for your future.
Plan today for tomorrow; learn how to enjoy an increasing reitrmenet income you cannot outlive.
Topics to be disucssed: pension, annuity, 401k, savings strategies, debt reduction, income and expense planning, legal planning, retiree health insurnace, social security, taxes.
| When: | Saturday, April 5, 2025 - 9:30 am - 12 noon |
| Where: | 150 Motor Parkway, Hauppauge (Adelphi office) |
| Host: | Local 804, Halliday Financial, Morici and Morici |
| Phone: | 718-786-5700 |