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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 show how to make payments for retiree health insurnace

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