4 Critical Components to a Successful Retirement (In-Person)

This is an in-person program at the Noah Webster Library.

In this broad sweeping course, we will cover the implications of several major topics and the effects they can have on planning a successful retirement. Inflation, social security timing, taxation, and market volatility will all be discussed at length, as well as strategies to protect and create income. Learn how making critical decisions in planning can help you combat the financial security issues we face as a society in the modern age.

Michael’s approach is built on experience. He has been in the financial industry since 1984, and he founded his firm in 2000. Michael studied Finance and Accounting at the New York Institute of Technology, and he has passed the Series 7 and 65 securities exams. Michael is a dedicated family man. He has two children: his son Michael Jr. — who works alongside his father at USA Financial & Tax Services — and a daughter who lives on the West Coast. When he’s not serving the financial needs of communities across Connecticut, Michael Sr. is spending time with his two grandchildren.