Valley United Way offers financial, retirement education programs

United-Waylogo2004Valley United Way is continuing its 2014 Financial Education Series with three programs. The first, on April 1, will be on fraud awareness & prevention, the second, on April 8, will be on getting retirement ready, and the third will be on May 13 talking about retirement income planning.

The April 1 program will be presented by Webster Bank and will be offered in Valley United Way’s Lavietes Conference Room at 5:30 p.m. Valley United Way is located at 54 Grove Street in Shelton.

This will be an opportunity to learn all about the ways that thieves try to steal personal information. With all the current news about credit card hacking, protecting privacy is more important than ever. This seminar will better prepare attendees for a world where identity theft, phishing, skimming and so many other new electronic devices put people at risk.

Seminars in Shelton

The April 8 session will be hosted and presented by Barnum Financial Group at 5:30 p.m. at 6 Corporate Drive, Shelton. This workshop will prepare individuals for the decisions they need to make as they approach retirement. These decisions include sources of retirement income, employer distribution options, lump sum vs. rollover, health insurance options and relocation decisions.

The May 13 session will be hosted and presented by Barnum Financial Group at 5:30 p.m. at 6 Corporate Drive, Shelton. This workshop addresses the steps you need to take to create an income strategy for after retirement and also teaches you how to manage five common retirement risks.

All sessions are free but reservations are recommended as seating is limited and dinner will be served. This series is made possible by the support of the presenters and grants from Pitney Bowes and the Newtown Savings Bank.

Reservations may be made on-line at or by calling Valley United Way at 203 926-9478.

Valley United Way is the leading philanthropic resource for the Valley towns of Ansonia, Derby, Oxford, Seymour and Shelton matching the needs of the community and the interests of donors to improve the quality of life in the community. United Way supports and creates initiatives addressing youth, families and people in crisis. Each year Valley United Way funds programs and organizations that make a measurable difference in the lives of people living and working in the Valley.

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