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INVESTING for a SUCCESSFUL RETIREMENT

Finger Lakes Community College



A Conservative Approach to Planning for Retirement

This information-rich seminar introduces you to the concepts and practices that will help you spend your retirement comfortably and in control of your finances. Investing for a Successful Retirement will show you a conservative approach to wise money management and will help you identify lifestyle issues facing retirees.

You will learn strategies in seeking to maximize income from your retirement investments, Social Security, and other assets. The course will also show you how to protect your hard-earned funds while taking into account market volatility and erosion due to inflation and the possible cost of long-term healthcare.

Your registration fee includes a comprehensive seminar workbook and a Retirement Planning template that will help you develop a retirement budget and a written inventory of your assets, income, Social Security, and pension benefits.

The information you learn may pay dividends for the rest of your life. 

Everyone who attends will receive:

  • Workshop course book with copies of all materials covered during the workshop
  • Workable template for your retirement plan

This Workshop Will Answer Questions Like:

  • Can I retire now?
  • Can I achieve my retirement goals?
  • Can I improve the performance of my portfolio?
  • Can I protect my assets from the effects of a market crash?
  • Stocks, bonds, mutual funds, annuities – how much of each and why?
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Who Should Attend?

Who Should Attend?

This workshop is designed for individuals and couples who are near retirement or are already retired and have more than $200,000 in investment assets. Younger couples and individuals, who are interested in learning the retirement planning and investing process will get a solid foundation for strategies to deal with savings and investing.

SESSION 1<br />Living Well in Retirement

SESSION 1
Living Well in Retirement

  • How much money will you need? Where will it come from?
  • Fixed Income and cash flow planning
  • Alternative investments
SESSION 2<br />Retirement Income Planning

SESSION 2
Retirement Income Planning

  • Maximizing your Social Security benefits
  • 401(k) Rollovers, IRAs, Roth IRAs
  • Using Annuities for income
SESSION 3<br />Managing Your Investments

SESSION 3
Managing Your Investments

  • Equity investing
  • Asset allocation and diversification
  • Mutual funds and money managers
SESSION 4<br />Protecting Your Assets and Transitioning Your Estate

SESSION 4
Protecting Your Assets and Transitioning Your Estate

  • Medicare & long term care costs
  • Issues in estate planning
  • Implementing the plan
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Your Retirement Lifestyle Workbook

Your Retirement Lifestyle Workbook

This lifestyle workbook is designed to help you collect and organize the information needed to develop your Retirement Plan which includes your goals and the resources available to fund them. Gathering information from the checklist below will help you move through the workbook. It’s a good idea to gather as much of this information as possible before you start filling in the workbook.

Click to Access Your Free Copy!