Seminar: Retire right
The financial reality of retirement is not what most people expect. Attendees will learn how to set reasonable goals and expectations for retirement and how to measure their progress toward those goals. They'll learn how to make best use of employer-provided retirement plans and how to choose the right investments. Most importantly, they'll decrease their financial anxiety by learning how to answer the question "how much is enough?"
Sections include:
Lessons from the life of Joseph… counting the cost of your biggest purchase…elder inflation…live long and prosper…Social Security…pensions…401(k)s and other company retirement plans…traditional and Roth IRAs…handling rollovers…guaranteed income…finding hidden money…the wisdom of Solomon.
Contact us to discuss hosting this seminar.
The financial reality of retirement is not what most people expect. Attendees will learn how to set reasonable goals and expectations for retirement and how to measure their progress toward those goals. They'll learn how to make best use of employer-provided retirement plans and how to choose the right investments. Most importantly, they'll decrease their financial anxiety by learning how to answer the question "how much is enough?"
Sections include:
Lessons from the life of Joseph… counting the cost of your biggest purchase…elder inflation…live long and prosper…Social Security…pensions…401(k)s and other company retirement plans…traditional and Roth IRAs…handling rollovers…guaranteed income…finding hidden money…the wisdom of Solomon.
Contact us to discuss hosting this seminar.
