Join us for a retirement seminar hosted by Halliday Financial in partnership with Teamsters Local 804 and the Local 804 Federal Credit Union on Saturday, March 28 in Hauppauge or Sunday, March 29 in Woodside from 9:30 to noon. Take note: the location for the seminar on Saturday has changed to the Hyatt Regency on 1717 Motor Parkway in Hauppauge. The seminar will be held on the 9th floor in the Island View room. Click here for information or to register.
Whether retirement is years away or just around the corner, it's never too soon (or too late) to plan. Join us for an informative session packed with the tools, strategies, and insights you need for a confident and comfortable retirement.
Location update: Because so many members have registered, the seminar on Saturday, March 28 has been moved to the Hyatt Regency at 1717 Motor Parkway in Hauppauge. The seminar will be held in the Island View room on the 9th floor.
Topics covered:
- Pension and Annuity Planning
- Understanding Your 401(k)
- Saving Strategies that Work
- Reducing and Managing Debt
- Income and Expense Planning
- Legal and Estate Considerations
- Retiree Health Insurance Options
- Social Security Optimization
- Navigating Retirement Taxes
This seminar is designed specifically for Local 804 members and their families, providing trusted, union-supported financial education to help you make the most of your retirement benefits.