Registration opens under Farmington Recreation on Monday, October 20th.
Enrichment courses offered for Farmington Public School employees ONLY!
Many Americans assume their taxes in retirement will stay the same—or even decrease—but for most people, that isn’t the reality. Social Security and Medicare have substantial shortfalls, and these also alter the outcome of your tax future. This practical workshop explains how today’s tax rules, Social Security, Medicare, and interest rates can impact your retirement income and what you pass on to your beneficiaries. Learn smart strategies to reduce future taxes and protect your savings.
Topics include:
Carrie began her career with the firm in 2022, managing client operations and investment account administration before advancing into her current advisory role. As an Advisor, she supports clients with their investment and financial planning needs, helping develop personalized strategies and oversee managed accounts. Carrie is committed to delivering clear guidance and a supportive experience to every client she serves.
Carrie Fitzpatrick
