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Newtown, CT, USA
Newtown, CT, USA
Newtown, CT, USA
Newtown, CT, USA
Business

Retirement Planning Panel Discussion, March 29 At Lockwood Lodge

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On Wednesday, March 29, at 5:30 pm, Lockwood Lodge will host a panel discussion on retirement planning.

The program will be presented by Linda L. Eliovson, Esq, George Koeltl, CPF, and Lisa Krauss, MA, LPC, and is sponsored by Lockwood Lodge Assisted Living, at 139 Toddy Hill Road. The public is invited and reservations can be made by calling 888-679-9997.

Attorney Lyn Eliovson is the founder of The Law Firm of Eliovson & Tenore in Fairfield, which practices in the areas of estate planning, wills, trusts, probate, conservatorships, and elder law.

Ms Eliovson will address the legal and financial concerns involved in planning for retirement, how to maintain control, and the legal documents needed to support planning.

George Koeltl is a certified financial planner with Danbury-based Reby Advisors Wealth Management. His expertise covers financial issues that affect quality of life in retirement such as Social Security, pension, income and tax planning, and investment management.

Lisa Krauss is an aging life care professional in western Connecticut. She adheres to a "Life Care" philosophy: a long-term, comprehensive approach to manage inevitable transitions of the later years.

Lockwood Lodge is part of a caring Masonicare not-for-profit continuum of care, specializing in senior health care and retirement housing.

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