The seminars are a more formal, structured educational opportunity where we focus on the major challenges that you will encounter in your financial life as you prepare for retirement. Topics will cover the Six Steps to a Successful Retirement:
1. Company Benefits
2. Post-Retirement Health Care
3. Social Security
4. Financial and Retirement Plan
5. Organizing and Managing Your Money
6. Estate Planning
We elaborate with detail in our presentation the challenges, benefits and potential solutions for creating a retirement plan to help you achieve the goals you want. All seminars are free to attend with breakfast or afternoon snack provided.
Spouses are welcome, but seating is limited in each of these meetings!
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