Join Us for Retire Ready With Financial Independence
A Comprehensive Retirement Planning Seminar
Hosted by Halliday Financial in partnership
with Local 804 FCU and Local 804 IBT
Whether retirement is years away or just around the corner, it’s never too soon (or too late) to plan. Join us for an informative session packed with the tools, strategies, and insights you need for a confident and comfortable retirement.
| DATE | TIME | LOCATION | PHONE |
|---|---|---|---|
| Saturday, September 26, 2026 | 9:30 am - 12 pm noon | 150 Motor Parkway, Hauppauge (Adelphi office) | 718-786-5700 |
| Sunday, September 27, 2026 | 9:30 am - 12 pm noon | 49-18 Queens Blvd, Woodside (Knights of Columbus | 718-786-5700 |
| Saturday, October 24, 2026 | 9:30 am - 12 pm noon | 150 Motor Parkway, Hauppauge (Adelphi office) | 718-786-5700 |
| Sunday, October 25, 2026 | 9:30 am - 12 pm noon | 49-18 Queens Blvd, Woodside (Knights of Columbus) | 718-786-5700 |
Topics Covered
- Pension & Annuity Planning
- Understanding Your 401(k)
- Savings Strategies That Work
- Reducing & Managing Debt
- Income & Expense Planning
- Legal & Estate Considerations
- Retiree Health Insurance Options
- Social Security Optimization
- Navigating Retirement Taxes
Why Attend?
This seminar is designed specifically for Local 804 members and their families, providing trusted, union-supported financial education to help you make the most of your retirement benefits.
Take the next step toward financial peace of mind. We look forward to seeing you there!
Your savings are federally insured to at least $250,000, and backed by the full faith and credit of the United States Government.
Equal Housing Lender - We do business in accordance with the Federal Fair Housing Law and the Equal Housing Opportunity Act.